Merger Event
Sub Index - Merger Event
JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2023 | 0.2 | -0.1 | 0.1 | |||||||||||
2022 | -0.6 | 0.0 | 0.0 | -0.7 | -0.9 | -1.4 | 0.9 | 0.6 | -1.3 | 0.5 | 0.6 | 0.1 | -2.0 | |
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 |
Top Funds YTD
Bottom Funds YTD
Largest Merger Event Funds
AUM | |
---|---|
BlackRock Global Event Driven Fund | £3.5b |
Candriam Index Arbitrage | £825m |
Syquant Helium Fund | £654m |
Kite Lake Event Driven UCITS | £605m |
Syquant Helium Opportunities | £565m |
Largest Inflows (Q4'22 - Q4'21)
Change | AUM | |
---|---|---|
AQR Sustainable Corporate Arbitr... | £66m | £75m |
AB Event Driven Portfolio | £48m | £175m |
U ACCESS (IRL) Cheyne Arbitrage ... | £23m | £94m |
Kite Lake Event Driven UCITS | £20m | £605m |
Candriam Index Arbitrage | £11m | £825m |
Largest Outflows (Q4'22 - Q4'21)
Change | AUM | |
---|---|---|
BlackRock Global Event Driven Fund | £-1,344m | £3.5b |
MontLake Mygale Event Driven UCITS | £-130m | £291m |
Syquant Helium Fund | £-58m | £654m |
Leadersel Event Driven | £-46m | £274m |
LO Event Convexity | £-30m | £90m |