Sub Index - Multi Event

Multi Event managers are less restricted to merger events (typically less than 30-40% of risk), instead considering a wide array of corporate situations including bankruptcies, spin offs, activist turn arounds, capital buyback, regulatory changes, earnings announcements or other distressed opportunities. These funds typically run a return seeking mandate, and as such they tend to be more volatile, higher beta propositions.

Strategy AUM
31 December 2023
£2.4b
-11.7% YoY

Performance

Monthly Returns

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2024 -0.2 0.6 0.5
2023 3.1 0.1 -1.8 0.6 -2.1 2.1 0.8 0.6 0.0 -1.2 3.2 1.9 7.3
2022 -1.1 -0.5 -0.9 -1.1 -1.2 -4.0 1.2 1.7 -2.0 -0.3 1.2 -0.3 -7.1
2021 1.5 3.1 1.5 1.9 0.2 -0.3 -0.3 1.7 0.4 2.3 -1.3 0.3 11.6
2020 0.7 -4.7 -9.8 4.4 2.8 1.3 1.9 3.5 -0.1 -1.4 5.8 3.2 6.7
2019 1.9 1.0 0.4 1.1 -0.5 1.1 0.5 -0.4 0.2 0.1 0.9 2.5 9.0
2018 0.3 0.4 -1.1 0.1 0.5 -0.4 -1.7 -0.4 -0.3 -1.9 -0.4 -2.5 -7.2
2017 1.3 0.7 1.0 1.2 0.7 0.6 0.6 0.0 0.0 0.5 -0.4 0.2 6.5
2016 -3.4 0.1 0.8 0.5 0.7 -3.2 1.1 0.6 0.7 -1.1 -0.2 1.4 -2.2
2015 -1.2 4.2 0.6 -0.6 2.9 -4.1 -1.3 -6.2 -4.4 1.9 -2.0 -2.7 -12.6
2014 0.4 3.4 -0.6 -0.3 1.3 2.2 -1.4 0.7 -2.6 -2.2 3.4 0.1 4.3
2013 2.9 0.6 2.5 0.5 2.8 -2.5 3.6 -0.5 1.8 1.8 2.1 2.6 19.6
2012 3.9 2.5 1.5 -0.5 -5.3 -2.5 -2.6 2.7 -1.6 1.1 2.2 2.1 3.1
2011 1.6 1.3 0.8 -0.3 -2.9 -2.0 -6.5 -4.8 3.8 0.8 0.3 -8.0
Show all
  • Region Global
  • Currency Local Currency
  • Frequency Monthly Rebalancing
  • Methodology Equally Weighted
  • Download Index Return Series

Index Constituents

Filter by:
Name Inception Date Geography AUM AMC Perf. Fee Hurdle Min Inv. Liquidity MTD YTD 2023 1W 1M 3M 6M 1Y 2Y 3Y ISIN Liquidity Domicile Inv. Adviser Portfolio Manager UN PRI Signatory Companywide ESG Policy SFDR ESG Data Integration Active Ownership ESG Exclusion List Return Consistency
Percentile Rank
Performance
Percentile Rank
Diversifier
Percentile Rank
Downside Protection
Percentile Rank
Low Risk
Percentile Rank
Hadron Alpha Select UCITS Apr 2010 Global £10m 2.00% 20% 100,000 Daily -0.6 -1.8 24.1 0.3 -0.6 -0.2 1.8 18.4 17.1 17.7 IE00B62LK681 Daily Ireland Hadron Capital M D’Attanasio, M Ciuchini, ... 39 95 67 26 48
Lumyna - PSAM Global Event UCITS Sep 2010 Global £280m 1.50% 15% No 1,000,000 Weekly 3.2 4.2 0.2 0.4 3.2 4.3 5.8 6.6 -0.9 2.9 LU1951089868 Weekly Luxembourg P. Schoenfeld Asset Management Peter Schoenfeld Yes Yes Article 8 No Yes Yes 50 34 40 46 43
Lumyna - MY Asian Event-Driven UCITS Fund Nov 2010 Asia £32m 1.50% 20% No 1,000,000 Weekly 3.6 6.2 -2.9 0.8 4.8 7.1 4.3 3.3 0.4 -13.6 LU0532510723 Weekly Luxembourg York Capital Management Masahiko Yamaguchi No No Article 6 No No N/A 14 5 76 74 8
Syquant Helium Performance May 2013 Global £941m 1.00% 15% Yes 100,000 Daily 0.4 0.1 5.0 0.0 0.5 0.2 2.1 4.1 6.1 9.8 LU0912262275 Daily Luxembourg Syquant Capital Xavier Morin Yes Yes Article 8 Yes Yes N/A 92 70 31 58 90
Syquant Helium Selection Sep 2014 Global £615m 1.00% 15% Yes 100,000 Daily 0.6 0.6 7.2 0.1 0.7 0.7 3.5 6.3 11.5 19.4 LU1112771255 Daily Luxembourg Syquant Capital Xavier Morin Yes Yes Article 8 Yes Yes N/A 99 88 33 62 95
Petrus Advisers Special Situations Aug 2015 Europe £114m 2.00% 20% 12M EURIBOR +3% 250,000 Daily 3.0 2.5 26.1 1.3 3.1 3.1 11.0 22.0 19.2 16.2 LU1214677046 Daily Luxembourg Petrus Advisers Petrus Advisers 51 90 27 8 15
PrivilEdge – Amber Event Europe UCITS Jun 2018 Europe £144m 1.25% 17.5% No 5,000,000 Weekly -0.3 -0.3 10.0 -0.3 -0.3 -0.4 5.4 10.3 8.5 13.1 LU1840470048 Weekly Luxembourg Amber Capital Olivier Fortesa Yes Yes Article 8 Yes Yes Yes 75 71 37 45 82
CIAM Satellite Event-Driven UCITS Jul 2018 Europe £2m 1.50% 15% No 50,000 Daily 4.4 1.8 -1.0 3.8 3.8 1.5 -2.6 -2.9 -19.5 -23.4 LU1840467259 Daily Luxembourg CIAM Catherine Berjal, Anne-Soph... 8 2 45 6 5
GA-Courtenay Special Situations Fund Oct 2019 Global £31m 0.75% 20% No 1,000,000 Daily 0.6 4.2 6.1 -0.6 1.5 4.9 30.6 12.7 -6.5 9.9 IE00BK6GV757 Daily Ireland Green Ash Partners LLP Adrian Courtenay Yes Yes Article 6 No N/A N/A 15 78 65 24 17
Pictet TR - Lotus Dec 2022 Asia £158m 1.10% 20% Yes 1,000,000 Weekly 1.6 3.6 3.3 0.5 1.3 3.3 1.5 6.2 LU2549859374 Weekly Luxembourg Pictet Funds (Europe) S.A. Jon Withaar No No Article 6 No N/A N/A
Displaying 1 - 10 of 10 funds. View all

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Current Site Absolute Hedge is a market leading UCITS research database providing proprietary research on funds, themes and strategies in the UCITS space. Kepler Trust Intelligence is produced by the investment companies team at Kepler Partners and is the UK’s premier source of detailed qualitative research on investment trusts. Kepler Liquid Strategies is a Dublin domiciled UCITS fund platform featuring a number of best-of-breed fund managers. Kepler Partners is a corporate advisory and asset raising boutique specialising in the regulated funds market in Europe and investment trusts in the UK.