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
2020 0.2 -0.4 -0.2
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
CANDRIAM Index Arbitrage Merger Event 0.7
Laffitte Diversified Return Merger Event -0.2
Franklin K2 Bardin Hill Arbitrage UCITS Fund Merger Event -3.1
Allianz Event Driven Strategy Merger Event -3.1
LO Event Convexity Merger Event -3.3
MontLake Mygale Event Driven UCITS Merger Event -4.1
Man GLG Event Driven Alternative Merger Event -5.0
Syquant Helium Merger Event -5.6
Syquant Helium Opportunities Merger Event -5.9
BlackRock Global Event Driven Merger Event -6.1

Bottom Funds YTD

YTD
Laffitte Dynamic Strategies UCITS Merger Event -24.0
Syquant Helium Selection Merger Event -13.7
U Access (IRL) Cheyne Arbitrage Merger Event -12.5
Kite Lake Event Driven UCITS Merger Event -11.0
Lutetia Absolute Return Merger Event -10.9
Syquant Helium Performance Merger Event -9.8
Boussard & Gavaudan Absolute Return Merger Event -8.8
Leadersel Event Driven Merger Event -8.7
BlackRock Global Event Driven Merger Event -6.1
Syquant Helium Opportunities Merger Event -5.9

Largest New Launches (12M)

AUM
Franklin K2 Bardin Hill Arbitrage UCITS Fund £98m
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 (Q4'19 - Q4'18)

Change AUM
BlackRock Global Event Driven £1.1b £2.5b
Leadersel Event Driven £109m £370m
MontLake Mygale Event Driven UCITS £101m £278m
Lutetia Absolute Return £79m £118m
U Access (IRL) Cheyne Arbitrage £28m £135m

Largest Outflows (Q4'19 - Q4'18)

Change AUM
CANDRIAM Index Arbitrage £-480m £375m
Boussard & Gavaudan Absolute Return £-382m £391m
Syquant Helium Performance £-232m £1.1b
Syquant Helium Opportunities £-83m £610m
Syquant Helium £-37m £512m

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