Multi Asset
AH Multi Asset UCITS Index
JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2020 | 0.2 | -2.9 | -6.1 | 4.0 | 1.4 | 1.0 | 2.1 | 1.5 | -1.1 | -0.9 | 4.7 | 1.9 | 5.5 | |
2019 | 2.9 | 0.5 | 1.5 | 1.0 | -1.3 | 2.5 | 1.0 | 0.2 | 0.1 | 0.1 | 0.7 | 1.3 | 10.8 | |
2018 | 1.1 | -2.1 | -0.8 | 1.0 | 0.3 | -0.6 | 0.5 | -0.1 | -0.3 | -3.4 | -0.2 | -1.8 | -6.3 | |
2017 | 0.6 | 1.6 | 0.0 | 0.4 | 0.9 | -0.9 | 0.6 | 0.7 | -0.1 | 1.6 | 0.0 | 0.6 | 6.2 | |
2016 | -0.9 | 0.4 | 0.8 | -0.1 | 0.2 | 2.0 | 1.7 | 0.0 | 0.2 | -1.1 | -1.3 | 0.7 | 2.7 | |
2015 | 3.1 | 0.6 | 0.0 | -0.2 | -0.1 | -2.9 | 0.2 | -2.3 | -0.9 | 1.7 | 0.0 | -1.4 | -2.3 | |
2014 | -0.4 | 1.4 | -0.4 | 0.6 | 2.0 | 0.5 | 0.2 | 1.4 | -1.5 | -0.4 | 1.9 | -0.7 | 4.5 | |
2013 | 1.7 | 0.6 | 1.0 | 0.5 | -0.3 | -3.4 | 1.6 | -1.1 | 0.6 | 1.9 | -0.2 | -0.2 | 2.3 | |
2012 | 1.5 | 0.7 | -0.9 | -0.4 | -0.6 | 0.4 | 1.8 | 0.5 | 0.7 | -1.3 | 0.6 | 0.0 | 2.9 | |
2011 | -0.9 | 1.0 | -0.3 | 1.4 | 0.2 | -0.9 | 1.1 | -1.3 | -0.7 | 1.3 | -0.8 | 0.7 | 0.9 | |
2010 | 0.0 | 1.2 | 1.4 | 0.4 | -0.8 | 0.1 | 0.3 | 1.2 | 1.8 | 0.5 | -0.5 | 1.9 | 7.7 |
Top Funds YTD
Bottom Funds YTD
Strategy AUM
30 September 2020
£41.9b
-7% YOY
Largest Multi Asset Funds
AUM | |
---|---|
Carmignac Patrimoine | £9.8b |
Newton Real Return | £5.4b |
Trojan Fund | £5.2b |
Ruffer Total Return | £3.3b |
M&G Dynamic Allocation Fund | £3.3b |
Largest Inflows (Q3'20 - Q3'19)
Change | AUM | |
---|---|---|
Man AHL TargetRisk | £1.5b | £2.6b |
Trojan Fund | £872m | £5.2b |
Nordea 1 - Multi-Asset | £607m | £3.0b |
Tikehau Income Cross Assets | £439m | £639m |
AQR Global Risk Parity UCITS | £168m | £1.4b |
Largest Outflows (Q3'20 - Q3'19)
Change | AUM | |
---|---|---|
M&G Dynamic Allocation Fund | £-2,098m | £3.3b |
Newton Real Return | £-1,071m | £5.4b |
Carmignac Patrimoine | £-863m | £9.8b |
GMO Global Real Return UCITS | £-804m | £0m |
Uni-Global - Cross Asset Navigator | £-112m | £182m |