Merger Arbitrage
Sub Index - Merger Arbitrage
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2019 | 0.8 | 0.2 | 0.4 | 0.2 | -0.9 | -0.1 | 0.5 | -0.1 | 0.1 | 0.7 | 2.1 | |||
| 2018 | 0.5 | -0.3 | -1.0 | -0.3 | 1.2 | 0.5 | -0.7 | 0.3 | 0.1 | -0.4 | 1.5 | -0.7 | 1.3 | |
| 2017 | -0.7 | 0.2 | 0.1 | 0.9 | 0.2 | 0.4 | 0.0 | -0.4 | 0.0 | -0.2 | -0.8 | 0.0 | 0.3 | |
| 2016 | 0.3 | 0.3 | 0.9 | -0.7 | -0.3 | -0.5 | -0.3 | 0.1 | 0.2 | -0.6 | 0.7 | 0.4 | 1.1 | |
| 2015 | 0.4 | 0.9 | 0.1 | 0.0 | 0.7 | -0.7 | -0.5 | -1.0 | -0.8 | 0.4 | -0.4 | 0.3 | -0.1 | |
| 2014 | 0.0 | 0.6 | -0.2 | -0.1 | 0.1 | 0.6 | -0.4 | 0.3 | -1.0 | -0.9 | 0.5 | 0.4 | 0.4 | |
| 2013 | 0.0 | 0.2 | 0.7 | 0.1 | 0.9 | -0.2 | 0.5 | 0.0 | 0.3 | 0.2 | -0.1 | 0.3 | 3.3 | |
| 2012 | 0.3 | 0.9 | -0.2 | 0.1 | -1.2 | 0.4 | -0.1 | 0.2 | -0.3 | -1.5 | 0.5 | 1.1 | 0.7 | |
| 2011 | 0.0 | -0.4 | 0.0 | 1.0 | 0.3 | -0.6 | -1.3 | -2.0 | -0.4 | 2.0 | 0.4 | -0.1 | -0.6 | |
| 2010 | 0.3 | 0.3 | 0.0 | 0.1 | -0.4 | 0.6 | 2.0 | 0.5 | 1.5 | -0.3 | -0.2 | 0.5 | 5.5 |
Top Funds YTD
Bottom Funds YTD
Largest Merger Arbitrage Funds
| AUM | |
|---|---|
| Lyxor Tiedemann Arbitrage Strategy | £1.7b |
| GAMCO Merger Arbitrage | £434m |
| Allianz Merger Arbitrage Strategy | £281m |
| Lumyna - Ramius Merger Arbitrage... | £255m |
| Lutetia Patrimoine | £149m |
Largest Inflows (Q3'19 - Q3'18)
| Change | AUM | |
|---|---|---|
| Lyxor Tiedemann Arbitrage Strategy | £551m | £1.7b |
| Lumyna - Ramius Merger Arbitrage... | £191m | £255m |
| GAMCO Merger Arbitrage | £40m | £434m |
| MontLake Burren Global Arbitrage... | £-8m | £13m |
| Lutetia Patrimoine | £-65m | £149m |
Largest Outflows (Q3'19 - Q3'18)
| Change | AUM | |
|---|---|---|
| Allianz Merger Arbitrage Strategy | £-159m | £281m |
| Lutetia Patrimoine | £-65m | £149m |
| MontLake Burren Global Arbitrage... | £-8m | £13m |
