Merger Event

Strategy Research, 03 Sep 2020

Index Research Funds

Sub Index - Merger Event

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
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 3.8
Bantleon Event Driven Equities Merger Event 3.8
LO Event Convexity Merger Event 1.3
Allianz Event Driven Strategy Merger Event 0.9
BlackRock Global Event Driven Merger Event 0.7
Kite Lake Event Driven UCITS Merger Event 0.7
MontLake Mygale Event Driven UCITS Merger Event 0.5
Leadersel Event Driven Merger Event 0.5
Syquant Helium Opportunities Merger Event 0.5
Syquant Helium Merger Event 0.5

Bottom Funds YTD

YTD
CANDRIAM Index Arbitrage Merger Event -0.1
Lutetia Absolute Return Merger Event 0.1
GAM Star (Lux) Merger Arbitrage Merger Event 0.3
Syquant Helium Merger Event 0.5
Syquant Helium Opportunities Merger Event 0.5
Leadersel Event Driven Merger Event 0.5
MontLake Mygale Event Driven UCITS Merger Event 0.5
Kite Lake Event Driven UCITS Merger Event 0.7
BlackRock Global Event Driven Merger Event 0.7
Allianz Event Driven Strategy Merger Event 0.9

Largest Merger Event Funds

AUM
BlackRock Global Event Driven £2.9b
Syquant Helium Opportunities £513m
Syquant Helium £510m
CANDRIAM Index Arbitrage £442m
Kite Lake Event Driven UCITS £366m

Largest Inflows (Q3'20 - Q3'19)

Change AUM
BlackRock Global Event Driven £717m £2.9b
LO Event Convexity £59m £108m
Bantleon Event Driven Equities £13m £19m

Largest Outflows (Q3'20 - Q3'19)

Change AUM
CANDRIAM Index Arbitrage £-157m £442m
Syquant Helium Opportunities £-126m £513m
Kite Lake Event Driven UCITS £-55m £366m
Lutetia Absolute Return £-53m £41m
U Access (IRL) Cheyne Arbitrage £-43m £86m

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