Merger Event

Strategy Research, 12 Jun 2019

Index Research Funds

Sub Index - Merger Event

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
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
Syquant Helium Selection Merger Event 0.8
Boussard & Gavaudan Absolute Return Merger Event 0.6
Laffitte Dynamic Strategies UCITS Merger Event 0.6
Kite Lake Event Driven UCITS Merger Event 0.5
BlackRock Global Event Driven Merger Event 0.5
Syquant Helium Performance Merger Event 0.4
Franklin K2 Bardin Hill Arbitrage UCITS Fund Merger Event 0.4
Lutetia Absolute Return Merger Event 0.3
Syquant Helium Merger Event 0.3
Laffitte Diversified Return Merger Event 0.3

Bottom Funds YTD

YTD
U Access (IRL) Cheyne Arbitrage Merger Event -0.3
MontLake Mygale Event Driven UCITS Merger Event -0.1
Allianz Event Driven Strategy Merger Event 0.0
CANDRIAM Index Arbitrage Merger Event 0.1
Leadersel Event Driven Merger Event 0.1
Man GLG Event Driven Alternative Merger Event 0.2
LO Event Convexity Merger Event 0.2
Syquant Helium Merger Event 0.3
Laffitte Diversified Return Merger Event 0.3
Syquant Helium Opportunities Merger Event 0.3

Largest New Launches (12M)

AUM
Franklin K2 Bardin Hill Arbitrage UCITS Fund £98m
DB Platinum Magnetar Systematic Event Driven £88m
Man GLG Event Driven Alternative £77m

Largest Merger Event Funds

AUM
BlackRock Global Event Driven £2.5b
Syquant Helium Performance £1.1b
Syquant Helium Opportunities £610m
Syquant Helium £512m
Boussard & Gavaudan Absolute Return £391m

Largest Inflows (Q3'19 - Q3'18)

Change AUM
BlackRock Global Event Driven £1.1b £2.5b
BlackRock Global Event Driven £954m £2.5b
Kite Lake Event Driven UCITS £163m £364m
Leadersel Event Driven £109m £370m
MontLake Mygale Event Driven UCITS £103m £278m

Largest Outflows (Q3'19 - Q3'18)

Change AUM
Boussard & Gavaudan Absolute Return £-707m £391m
CANDRIAM Index Arbitrage £-480m £375m
Boussard & Gavaudan Absolute Return £-382m £391m
Syquant Helium Performance £-320m £1.1b
CANDRIAM Index Arbitrage £-277m £375m

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