Updated 4 days ago

ESG Investing & Alternative UCITS

Having gained a footing within the long-only and passive industry, we are beginning to see the shift towards ESG investing within the alternative UCITS universe, an area of investing that provides its own unique opportunities and challenges. In this research note we review the ESG options available to alternative UCITS allocators.

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Updated 30 days ago

What went wrong for Market Neutral?

Market Neutral has long been a popular strategy for UCITS allocators looking to diversify risk within their portfolios. However there is no denying that during 2018 and 2019 performance was disappointing (with a few notable exceptions), leading some investors to question the validity of the strategy.

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Updated about 2 months ago

Monthly Fund Performance Report - December 2019

The result of the UK election saw some sharp moves for funds with exposure to UK assets. This capped a generally good year for the alternative UCITS sector, with the AH Global Index gaining almost 5%. As always, performance dispersion was high with 80% separating the top and bottom funds.

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UCITS Universe AUM

31 December 2019
£219.9b -15% YOY

Strategy

Funds AUM
Equity Long / Short 179 31%
Credit 75 13%
Macro 72 12%
Market Neutral 69 12%
Multi Strategy 64 11%
Managed Futures 45 8%
Event Driven 38 7%
Multi Asset 35 6%
Volatility Arbitrage 16 3%
FX 7 1%
Commodities 5 1%
Macro £50.9b 24%
Multi Asset £38.7b 18%
Equity Long / Short £33.6b 16%
Credit £29.5b 14%
Multi Strategy £22.4b 10%
Market Neutral £17.4b 8%
Event Driven £11.3b 5%
Managed Futures £6.2b 3%
Volatility Arbitrage £4.3b 2%
FX £900m 0%
Commodities £325m 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.