Merger Arbitrage
Sub Index - Merger Arbitrage
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2020 | 0.2 | -0.4 | -0.1 | |||||||||||
| 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 |
Top Funds YTD
Bottom Funds YTD
Largest Merger Arbitrage Funds
| AUM | |
|---|---|
| Lyxor Tiedemann Arbitrage Strategy | £1.6b |
| GAMCO Merger Arbitrage | £434m |
| Lumyna - Ramius Merger Arbitrage... | £268m |
| Allianz Merger Arbitrage Strategy | £222m |
| Alpine Merger Arbitrage Fund | £148m |
Largest Inflows (Q4'19 - Q4'18)
| Change | AUM | |
|---|---|---|
| Lyxor Tiedemann Arbitrage Strategy | £338m | £1.6b |
| Lumyna - Ramius Merger Arbitrage... | £137m | £268m |
| GAMCO Merger Arbitrage | £56m | £434m |
Largest Outflows (Q4'19 - Q4'18)
| Change | AUM | |
|---|---|---|
| Allianz Merger Arbitrage Strategy | £-155m | £222m |
| Lutetia Patrimoine | £-69m | £122m |
| Laffitte Risk Arbitrage UCITS | £-68m | £97m |
| MontLake Burren Global Arbitrage... | £-8m | £11m |
