Updated 22 days ago

Strategy Update: Market Neutral

In this research report we examine the evolution of the universe and where it stands today, highlighting the wide range of options available.


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Updated about 2 months ago

Alternative UCITS: Annual Review 2020

Performance for the alternative UCITS universe as a whole was positive in 2020, with the AH Global UCITS index gaining 2.3%. Almost 70% of the funds we track on our database posted a positive absolute return for the year, whilst a number of 'all-weather' funds were able to deliver positive returns in all four quarters of 2020.

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Top Funds Last 30 Days

1M
AQR Delphi Long-Short Equity Strategy UCITS Equity Long / Short 11.4
Franklin K2 Chilton Equity Long Short UCIT... Equity Long / Short 6.6
Ardevora Global Equity Fund Equity Long / Short 6.5
UBS Equity Opportunity Long Short Equity Long / Short 6.2
AQR Style Premia UCITS Multi Strategy 5.8
Wells Fargo Global Long/Short Equity Fund Equity Long / Short 5.7
Schroder GAIA Two Sigma Diversified Market Neutral 5.4
DECALIA Muse Equity Long / Short 5.3
Argonaut Absolute Return Equity Long / Short 5.0
AQR Systematic Total Return UCITS Multi Strategy 4.9

Top Funds Year to Date

YTD
Odey Swan Equity Long / Short 29.6
Arcus Japan Long/Short Equity Long / Short 21.1
Algebris Financial Equity Fund Equity Long / Short 19.5
AQR Systematic Total Return UCITS Multi Strategy 17.2
Hadron Alpha Select UCITS Event Driven 15.9
AQR Style Premia UCITS Multi Strategy 15.0
Finlabo Dynamic Emerging Markets Equity Long / Short 14.3
Fiera OAKS Emerging and Frontier Opportuni... Equity Long / Short 14.0
Finlabo Dynamic Equity Equity Long / Short 13.9
Lupus Alpha All Opportunities Fund (C) Equity Long / Short 13.7

Largest New Launches (12M)

AUM
Ambienta X Alpha Equity Long / Short £357m
CIFC Long/Short Credit Fund Credit £235m
MontLake SHARP UCITS Fund Multi Asset £125m
Pictet TR Aquila Market Neutral £118m
Fulcrum Equity Dispersion Fund Volatility Arbitrage £118m
AB Arya European Alpha Market Neutral £111m
BNP Paribas Environmental Absolute Return Thema... Equity Long / Short £103m
Fulcrum Thematic Equity Market Neutral Market Neutral £96m

New Fund Profiles
Ninety One Global Macro Allocation
Uploaded 12 days
Goldman Sachs Strategic Macro Bond
Uploaded 12 days
Fidelity Absolute Return Global Fixed Income
Uploaded 13 days
Fidelity Absolute Return Global Equity
Uploaded 13 days
IAM O’Connor Event Driven UCITS
Uploaded 18 Mar 2021
Carmignac Portfolio Alpha Themes
Uploaded 24 Feb 2021
Natixis - Loomis Sayles Alternative Risk Premia
Uploaded 23 Feb 2021
AERA Fund SICAV Global Asset Strategy
Uploaded 23 Feb 2021

UCITS Universe AUM

31 December 2020
£208.7b -5% YOY

Strategy

Funds AUM
Equity Long / Short 162 27%
Credit 88 14%
Multi Strategy 88 14%
Market Neutral 68 11%
Macro 68 11%
Managed Futures 42 7%
Multi Asset 36 6%
Event Driven 32 5%
Volatility Arbitrage 15 2%
FX 6 1%
Commodities 5 1%
Macro £41.8b 20%
Multi Asset £38.4b 19%
Equity Long / Short £34.3b 17%
Credit £31.1b 15%
Multi Strategy £24.0b 12%
Market Neutral £13.9b 7%
Event Driven £10.7b 5%
Managed Futures £5.4b 3%
Volatility Arbitrage £4.6b 2%
FX £1.1b 1%
Commodities £473m 0%

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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.