Merger Event

Strategy Research, 20 Sep 2021

Index Research Funds

Sub Index - Merger Event

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
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
U Access (IRL) Cheyne Arbitrage Merger Event 0.4
Candriam Index Arbitrage Merger Event 0.4
Syquant Helium Opportunities Merger Event 0.0
Syquant Helium Fund Merger Event 0.0
Kite Lake Event Driven UCITS Merger Event -0.3
Leadersel Event Driven Merger Event -0.5
BlackRock Global Event Driven Fund Merger Event -1.6
LO Event Convexity Merger Event -1.6
MontLake Mygale Event Driven UCITS Merger Event -1.7
AQR Sustainable Corporate Arbitrage UCITS ... Merger Event -1.8

Bottom Funds YTD

YTD
Bantleon Event Driven Equities Merger Event -3.8
KLS Athos Event Driven Merger Event -3.0
AQR Sustainable Corporate Arbitrage UCITS ... Merger Event -1.8
MontLake Mygale Event Driven UCITS Merger Event -1.7
LO Event Convexity Merger Event -1.6
BlackRock Global Event Driven Fund Merger Event -1.6
Leadersel Event Driven Merger Event -0.5
Kite Lake Event Driven UCITS Merger Event -0.3
Syquant Helium Fund Merger Event 0.0
Syquant Helium Opportunities Merger Event 0.0

Largest New Launches (12M)

AUM
KLS Athos Event Driven £56m
AQR Sustainable Corporate Arbitrage UCITS Fund £9m

Largest Merger Event Funds

AUM
BlackRock Global Event Driven Fund £4.8b
Candriam Index Arbitrage £814m
Syquant Helium Fund £712m
Kite Lake Event Driven UCITS £586m
Syquant Helium Opportunities £562m

Largest Inflows (Q4'21 - Q4'20)

Change AUM
BlackRock Global Event Driven Fund £1.6b £4.8b
Candriam Index Arbitrage £376m £814m
Syquant Helium Fund £206m £712m
MontLake Mygale Event Driven UCITS £195m £421m
Kite Lake Event Driven UCITS £140m £586m

Largest Outflows (Q4'21 - Q4'20)

Change AUM
Leadersel Event Driven £-11m £321m
U Access (IRL) Cheyne Arbitrage £-1m £71m

or Register for Free

  • Access the full universe of UCITS Hedge Funds and Absolute Return Funds.
  • Build and curate a watchlist.
  • View the latest research.
Close 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.