Merger Arbitrage

Strategy Research, 17 Sep 2020

Index Research Funds

Sub Index - Merger Arbitrage

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2021 1.1 1.0 -0.3 1.8
2020 0.2 -0.4 -7.8 4.0 -0.2 -0.3 0.9 -0.1 0.4 0.8 2.1 1.1 0.4
2019 0.9 0.2 0.5 0.2 -0.9 -0.1 0.5 0.0 0.2 0.7 0.4 0.8 3.4
2018 0.6 -0.2 -1.0 -0.2 1.2 0.6 -0.6 0.3 0.2 -0.4 1.5 -0.7 1.3
2017 -0.6 0.3 0.2 0.9 0.2 0.4 0.0 -0.4 0.1 -0.1 -0.8 0.1 0.3
2016 0.3 0.3 1.0 -0.6 -0.3 -0.4 -0.2 0.1 0.2 -0.5 0.8 0.5 1.1
2015 0.4 0.9 0.1 0.1 0.8 -0.7 -0.5 -0.9 -0.7 0.5 -0.4 0.3 0.0
2014 0.0 0.6 -0.1 0.0 0.1 0.7 -0.4 0.4 -0.9 -0.9 0.6 0.4 0.5
2013 0.1 0.2 0.7 0.1 0.9 -0.2 0.5 0.0 0.3 0.2 0.0 0.3 3.4
2012 0.4 0.9 -0.1 0.1 -1.2 0.5 0.0 0.2 -0.3 -1.4 0.5 1.2 0.8
2011 0.1 -0.4 0.1 1.0 0.4 -0.5 -1.3 -1.9 -0.4 2.1 0.4 0.0 -0.6
2010 0.4 0.3 0.1 0.2 -0.4 0.6 2.1 0.6 1.5 -0.2 -0.2 0.5 5.6
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Top Funds YTD

YTD
Alpine Merger Arbitrage Fund Merger Arbitrage 5.1
GAMCO Merger Arbitrage Merger Arbitrage 4.0
Man GLG Event Driven Alternative Merger Arbitrage 3.6
Lyxor Tiedemann Arbitrage Strategy Merger Arbitrage 3.1
Laffitte Risk Arbitrage UCITS Merger Arbitrage 2.8
Lumyna - Ramius Merger Arbitrage UCITS Merger Arbitrage 2.3
Lutetia Patrimoine Merger Arbitrage 2.1
Allianz Merger Arbitrage Strategy Merger Arbitrage 2.1
Franklin K2 Bardin Hill Arbitrage UCITS Fund Merger Arbitrage 1.5
MontLake Burren Global Arbitrage UCITS Merger Arbitrage -0.4

Bottom Funds YTD

YTD
MontLake Burren Global Arbitrage UCITS Merger Arbitrage -0.4
Franklin K2 Bardin Hill Arbitrage UCITS Fund Merger Arbitrage 1.5
Allianz Merger Arbitrage Strategy Merger Arbitrage 2.1
Lutetia Patrimoine Merger Arbitrage 2.1
Lumyna - Ramius Merger Arbitrage UCITS Merger Arbitrage 2.3
Laffitte Risk Arbitrage UCITS Merger Arbitrage 2.8
Lyxor Tiedemann Arbitrage Strategy Merger Arbitrage 3.1
Man GLG Event Driven Alternative Merger Arbitrage 3.6
GAMCO Merger Arbitrage Merger Arbitrage 4.0
Alpine Merger Arbitrage Fund Merger Arbitrage 5.1

Largest Merger Arbitrage Funds

AUM
Lyxor Tiedemann Arbitrage Strategy £1.3b
GAMCO Merger Arbitrage £336m
Man GLG Event Driven Alternative £281m
Lumyna - Ramius Merger Arbitrage... £190m
Alpine Merger Arbitrage Fund £152m

Largest Inflows (Q4'20 - Q4'19)

Change AUM
Man GLG Event Driven Alternative £204m £281m
Franklin K2 Bardin Hill Arbitrag... £25m £123m
Alpine Merger Arbitrage Fund £4m £152m

Largest Outflows (Q4'20 - Q4'19)

Change AUM
Lyxor Tiedemann Arbitrage Strategy £-271m £1.3b
Allianz Merger Arbitrage Strategy £-179m £43m
GAMCO Merger Arbitrage £-98m £336m
Lutetia Patrimoine £-91m £31m
Lumyna - Ramius Merger Arbitrage... £-78m £190m

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