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
2022 -0.6 0.0 0.0 -0.7 -0.9 -1.4 -3.5
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 1.1
Candriam Index Arbitrage Merger Event -1.4
Kite Lake Event Driven UCITS Merger Event -1.5
Syquant Helium Opportunities Merger Event -2.3
Syquant Helium Fund Merger Event -2.6
MontLake Mygale Event Driven UCITS Merger Event -3.0
BlackRock Global Event Driven Fund Merger Event -3.9
LO Event Convexity Merger Event -3.9
Leadersel Event Driven Merger Event -4.8
AQR Sustainable Corporate Arbitrage UCITS ... Merger Event -5.1

Bottom Funds YTD

YTD
Bantleon Event Driven Equities Merger Event -8.0
KLS Athos Event Driven Merger Event -6.7
AQR Sustainable Corporate Arbitrage UCITS ... Merger Event -5.1
Leadersel Event Driven Merger Event -4.8
LO Event Convexity Merger Event -3.9
BlackRock Global Event Driven Fund Merger Event -3.9
MontLake Mygale Event Driven UCITS Merger Event -3.0
Syquant Helium Fund Merger Event -2.6
Syquant Helium Opportunities Merger Event -2.3
Kite Lake Event Driven UCITS Merger Event -1.5

Largest Merger Event Funds

AUM
BlackRock Global Event Driven Fund £4.6b
Candriam Index Arbitrage £990m
Syquant Helium Fund £755m
Kite Lake Event Driven UCITS £606m
Syquant Helium Opportunities £589m

Largest Inflows (Q1'22 - Q1'21)

Change AUM
BlackRock Global Event Driven Fund £735m £4.6b
Candriam Index Arbitrage £488m £990m
Syquant Helium Fund £245m £755m
MontLake Mygale Event Driven UCITS £193m £424m
Kite Lake Event Driven UCITS £145m £606m

Largest Outflows (Q1'22 - Q1'21)

Change AUM
LO Event Convexity £-10m £119m
Leadersel Event Driven £-2m £316m

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