Event Driven

Strategy Research, 08 Sep 2022

Index Research Funds

AH Event Driven UCITS Index

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2023 1.0 -0.1 0.9
2022 -0.8 0.0 -0.2 -0.8 -1.2 -1.9 1.1 1.0 -1.3 0.4 0.3 0.1 -3.2
2021 0.8 1.3 0.2 1.5 0.4 -0.1 -0.8 1.0 0.3 0.9 -0.6 0.4 5.4
2020 0.3 -1.2 -7.7 4.2 0.7 0.5 1.0 1.0 -0.1 -0.1 3.2 1.6 3.0
2019 1.3 0.8 0.5 1.0 -0.9 0.3 0.4 -0.3 0.1 0.3 0.4 1.0 5.1
2018 0.3 0.0 -1.3 -0.2 0.7 0.1 -1.1 0.1 0.0 -1.2 0.3 -1.2 -3.5
2017 0.3 0.4 0.0 0.9 0.2 0.3 0.4 -0.8 0.1 -0.1 -0.7 0.5 1.5
2016 -1.3 -0.1 0.5 -0.2 0.2 -1.2 0.7 0.3 0.0 -0.8 0.3 0.7 -0.8
2015 -0.1 1.9 0.3 0.2 1.1 -1.3 -0.5 -1.8 -1.8 0.3 -0.6 -0.4 -2.7
2014 0.0 1.1 -0.5 -0.3 0.0 0.6 -0.7 -0.1 -1.2 -2.4 0.9 -0.1 -2.7
2013 0.0 0.0
Download Index Return Series

Top Funds YTD

YTD
Petrus Advisers Special Situations Event Driven 10.7
CIAM Satellite Event-Driven UCITS Event Driven 6.2
Hadron Alpha Select UCITS Event Driven 3.0
Syquant Helium Selection Event Driven 1.3
Man GLG Event Driven Alternative Merger Arbitrage 1.1
BlackRock Global Event Driven Fund Merger Event 0.9
Syquant Helium Performance Event Driven 0.8
Syquant Helium Fund Merger Event 0.8
Syquant Helium Opportunities Merger Event 0.8
Candriam Index Arbitrage Merger Event 0.6

Bottom Funds YTD

YTD
Alma Platinum IV Oceanwood Opportunities Event Driven -6.6
Alpine Merger Arbitrage Fund Merger Arbitrage -6.2
MontLake Abrax Merger Arbitrage UCITS Fund Merger Arbitrage -5.5
U ACCESS (IRL) Cheyne Arbitrage UCITS Merger Event -5.1
Kite Lake Event Driven UCITS Merger Event -3.4
Bantleon Event Driven Equities Merger Event -2.9
Candriam Equities L Risk Arbitrage Opportu... Merger Arbitrage -2.7
First Private Systematic Merger Opportunities Merger Arbitrage -2.2
GAMCO Merger Arbitrage Merger Arbitrage -2.2
MontLake Burren Global Arbitrage UCITS Merger Arbitrage -2.0

Strategy AUM

31 December 2022
£14.0b -10% YOY

Largest Event Driven Funds

AUM
BlackRock Global Event Driven Fund £3.5b
Lyxor Tiedemann Arbitrage Strategy £1.4b
Man GLG Event Driven Alternative £1.1b
Syquant Helium Performance £1.1b
Candriam Index Arbitrage £825m

Largest Inflows (Q4'22 - Q4'21)

Change AUM
Syquant Helium Performance £175m £1.1b
Man GLG Event Driven Alternative £165m £1.1b
GAMCO Merger Arbitrage £111m £706m
Syquant Helium Selection £87m £415m
Alma Platinum IV Oceanwood Oppor... £77m £135m

Largest Outflows (Q4'22 - Q4'21)

Change AUM
BlackRock Global Event Driven Fund £-1,344m £3.5b
Lyxor Tiedemann Arbitrage Strategy £-300m £1.4b
Lumyna - PSAM Global Event UCITS £-200m £615m
MontLake Mygale Event Driven UCITS £-130m £291m
CIAM Satellite Event-Driven UCITS £-81m £16m

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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.