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 -6.9 4.3 -3.1
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 1.7
BlackRock Global Event Driven Merger Event 0.3
Allianz Event Driven Strategy Merger Event -0.1
Kite Lake Event Driven UCITS Merger Event -0.5
Franklin K2 Bardin Hill Arbitrage UCITS Fund Merger Event -0.9
LO Event Convexity Merger Event -1.1
Man GLG Event Driven Alternative Merger Event -1.5
Syquant Helium Merger Event -2.5
Syquant Helium Opportunities Merger Event -2.5
Boussard & Gavaudan Absolute Return Merger Event -2.8

Bottom Funds YTD

YTD
Laffitte Dynamic Strategies UCITS Merger Event -21.9
Syquant Helium Selection Merger Event -5.8
Syquant Helium Performance Merger Event -4.8
Lutetia Absolute Return Merger Event -4.6
Leadersel Event Driven Merger Event -3.7
MontLake Mygale Event Driven UCITS Merger Event -3.4
U Access (IRL) Cheyne Arbitrage Merger Event -3.3
Boussard & Gavaudan Absolute Return Merger Event -2.8
Syquant Helium Opportunities Merger Event -2.5
Syquant Helium Merger Event -2.5

Largest New Launches (12M)

AUM
Franklin K2 Bardin Hill Arbitrage UCITS Fund £88m
Man GLG Event Driven Alternative £86m

Largest Merger Event Funds

AUM
BlackRock Global Event Driven £2.4b
Syquant Helium Performance £997m
Syquant Helium Opportunities £543m
Syquant Helium £504m
Kite Lake Event Driven UCITS £374m

Largest Inflows (Q1'20 - Q1'19)

Change AUM
BlackRock Global Event Driven £929m £2.4b
MontLake Mygale Event Driven UCITS £53m £256m
Leadersel Event Driven £44m £329m
Lutetia Absolute Return £40m £79m
LO Event Convexity £31m £63m

Largest Outflows (Q1'20 - Q1'19)

Change AUM
CANDRIAM Index Arbitrage £-546m £350m
Boussard & Gavaudan Absolute Return £-362m £280m
Syquant Helium Performance £-232m £997m
Syquant Helium Opportunities £-127m £543m
Syquant Helium Selection £-119m £239m

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