Merger Event

Strategy Research, 08 Sep 2022

Index Research Funds

Sub Index - Merger Event

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2022 -0.6 0.0 0.0 -0.7 -0.9 -1.4 0.9 0.6 -1.3 0.5 -2.7
2021 0.1 0.7 -0.1 1.3 0.4 -0.1 -0.8 0.8 0.3 0.3 -0.3 0.3 2.9
2020 0.2 -0.4 -6.9 4.3 0.5 0.5 0.7 0.4 -0.4 -0.2 2.4 1.1 1.8
2019 1.1 0.8 0.7 1.0 -0.9 -0.1 0.3 -0.4 -0.2 0.2 0.2 0.6 3.4
2018 0.3 -0.2 -1.4 -0.4 0.7 0.3 -1.0 0.3 0.1 -1.1 0.4 -0.6 -2.5
2017 0.3 0.4 -0.6 0.8 0.0 0.1 0.6 -1.8 0.0 -0.6 -1.2 1.1 -0.8
2016 -1.0 -0.4 0.1 -0.4 0.4 -0.4 1.2 0.4 -0.1 -1.4 0.4 0.7 -0.5
2015 -0.2 2.2 0.2 0.4 1.0 -1.2 -0.3 -2.0 -2.1 -0.2 -0.3 0.0 -2.4
2014 0.5 1.3 -0.5 -0.1 0.7 0.7 -0.6 0.1 -0.7 -2.4 1.0 -0.3 -0.4
2013 0.6 0.2 0.8 0.7 1.1 -0.7 1.3 -0.1 1.0 0.4 0.3 0.7 6.5
2012 1.6 1.6 1.1 0.2 -0.8 0.0 -0.1 1.1 -0.1 -0.7 0.5 1.5 6.2
2011 1.3 0.8 -0.1 0.4 -1.0 -0.4 -0.6 -1.6 -1.2 2.1 -0.8 0.4 -0.8
2010 0.6 -0.4 -0.1 0.2 -0.5 -0.1 1.4 0.1 0.4 0.3 -0.2 1.1 2.7
Download Index Return Series

Top Funds YTD

YTD
Kite Lake Event Driven UCITS Merger Event 3.6
U ACCESS (IRL) Cheyne Arbitrage UCITS Merger Event 0.8
Syquant Helium Opportunities Merger Event -0.5
Syquant Helium Fund Merger Event -0.8
MontLake Mygale Event Driven UCITS Merger Event -1.7
Candriam Index Arbitrage Merger Event -1.9
BlackRock Global Event Driven Fund Merger Event -2.3
AQR Sustainable Corporate Arbitrage UCITS ... Merger Event -3.4
LO Event Convexity Merger Event -3.9
Leadersel Event Driven Merger Event -4.3

Bottom Funds YTD

YTD
Bantleon Event Driven Equities Merger Event -7.1
KLS Athos Event Driven Merger Event -4.3
Leadersel Event Driven Merger Event -4.3
LO Event Convexity Merger Event -3.9
AQR Sustainable Corporate Arbitrage UCITS ... Merger Event -3.4
BlackRock Global Event Driven Fund Merger Event -2.3
Candriam Index Arbitrage Merger Event -1.9
MontLake Mygale Event Driven UCITS Merger Event -1.7
Syquant Helium Fund Merger Event -0.8
Syquant Helium Opportunities Merger Event -0.5

Largest Merger Event Funds

AUM
BlackRock Global Event Driven Fund £4.0b
Candriam Index Arbitrage £945m
Kite Lake Event Driven UCITS £698m
Syquant Helium Fund £686m
Syquant Helium Opportunities £593m

Largest Inflows (Q3'22 - Q3'21)

Change AUM
Candriam Index Arbitrage £319m £945m
Syquant Helium Fund £113m £686m
Kite Lake Event Driven UCITS £104m £698m
AB Event Driven Portfolio £84m £204m
Syquant Helium Opportunities £71m £593m

Largest Outflows (Q3'22 - Q3'21)

Change AUM
BlackRock Global Event Driven Fund £-757m £4.0b
Leadersel Event Driven £-31m £293m
LO Event Convexity £-30m £109m

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