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

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

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Close Current Site Absolute Hedge is a market leading UCITS research database providing proprietary research on funds, themes and strategies in the UCITS space. Kepler Trust Intelligence is produced by the investment companies team at Kepler Partners and is the UK’s premier source of detailed qualitative research on investment trusts. Kepler Liquid Strategies is a Dublin domiciled UCITS fund platform featuring a number of best-of-breed fund managers. Kepler Partners is a corporate advisory and asset raising boutique specialising in the regulated funds market in Europe and investment trusts in the UK.