Merger Arbitrage

Strategy Research, 08 Sep 2022

Index Research Funds

Sub Index - Merger Arbitrage

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2022 -0.7 0.4 0.2 -0.6 -1.4 -0.7 1.2 0.9 -0.8 1.1 -0.6
2021 1.1 1.0 -0.3 1.4 0.5 0.1 -1.1 0.8 0.1 0.3 -0.4 0.5 4.1
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
Franklin K2 Bardin Hill Arbitrage UCITS Fund Merger Arbitrage 2.2
Man GLG Event Driven Alternative Merger Arbitrage 1.8
GAMCO Merger Arbitrage Merger Arbitrage 1.7
MontLake Burren Global Arbitrage UCITS Merger Arbitrage 0.0
Lyxor Tiedemann Arbitrage Strategy Merger Arbitrage 0.0
GAM Star (Lux) Merger Arbitrage Merger Arbitrage -0.1
Allianz Merger Arbitrage Strategy Merger Arbitrage -1.0
Lumyna - Ramius Merger Arbitrage UCITS Merger Arbitrage -1.2
Alpine Merger Arbitrage Fund Merger Arbitrage -1.3
Candriam Equities L Risk Arbitrage Opportu... Merger Arbitrage -2.5

Bottom Funds YTD

YTD
MontLake Abrax Merger Arbitrage UCITS Fund Merger Arbitrage -8.8
Lutetia Patrimoine Merger Arbitrage -5.9
Laffitte Risk Arbitrage UCITS Merger Arbitrage -3.1
Candriam Equities L Risk Arbitrage Opportu... Merger Arbitrage -2.5
Alpine Merger Arbitrage Fund Merger Arbitrage -1.3
Lumyna - Ramius Merger Arbitrage UCITS Merger Arbitrage -1.2
Allianz Merger Arbitrage Strategy Merger Arbitrage -1.0
GAM Star (Lux) Merger Arbitrage Merger Arbitrage -0.1
Lyxor Tiedemann Arbitrage Strategy Merger Arbitrage 0.0
MontLake Burren Global Arbitrage UCITS Merger Arbitrage 0.0

Largest Merger Arbitrage Funds

AUM
Lyxor Tiedemann Arbitrage Strategy £1.5b
Man GLG Event Driven Alternative £1.1b
GAMCO Merger Arbitrage £693m
Alpine Merger Arbitrage Fund £247m
Franklin K2 Bardin Hill Arbitrag... £168m

Largest Inflows (Q3'22 - Q3'21)

Change AUM
Man GLG Event Driven Alternative £261m £1.1b
GAMCO Merger Arbitrage £171m £693m
Alpine Merger Arbitrage Fund £82m £247m
Franklin K2 Bardin Hill Arbitrag... £34m £168m
MontLake Burren Global Arbitrage... £2m £10m

Largest Outflows (Q3'22 - Q3'21)

Change AUM
Lumyna - Ramius Merger Arbitrage... £-48m £78m
Lyxor Tiedemann Arbitrage Strategy £-37m £1.5b
GAM Star (Lux) Merger Arbitrage £-20m £66m
Allianz Merger Arbitrage Strategy £-11m £21m
Lutetia Patrimoine £-9m £4m

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