AH Multi Asset UCITS Index

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2019 2.8 0.5 1.4 0.9 -1.4 2.4 0.9 0.2 0.1 0.0 8.6
2018 1.0 -2.1 -0.9 0.9 0.2 -0.6 0.5 -0.1 -0.3 -3.4 -0.2 -1.9 -6.4
2017 0.5 1.6 -0.1 0.4 0.8 -0.9 0.5 0.6 -0.1 1.6 0.0 0.6 6.1
2016 -0.9 0.4 0.8 -0.1 0.2 1.9 1.7 0.0 0.2 -1.2 -1.3 0.6 2.6
2015 3.0 0.6 -0.1 -0.2 -0.2 -3.0 0.2 -2.4 -0.9 1.7 0.0 -1.4 -2.3
2014 -0.5 1.3 -0.5 0.5 1.9 0.4 0.1 1.4 -1.6 -0.4 1.9 -0.7 4.4
2013 1.6 0.5 0.9 0.4 -0.4 -3.5 1.5 -1.1 0.5 1.9 -0.3 -0.2 2.3
2012 1.5 0.7 -0.9 -0.5 -0.7 0.4 1.7 0.5 0.6 -1.3 0.5 -0.1 2.9
2011 -0.9 1.0 -0.3 1.3 0.2 -0.9 1.0 -1.3 -0.7 1.3 -0.9 0.7 0.9
2010 0.0 1.1 1.3 0.3 -0.8 0.1 0.3 1.1 1.8 0.5 -0.5 1.8 7.6

Largest Multi Asset Funds

AUM
Carmignac Patrimoine £10.6b
Newton Real Return £6.5b
M&G Dynamic Allocation Fund £5.4b
Trojan Fund £4.3b
Ruffer Total Return £3.3b

Largest Inflows (Q3'19 - Q3'18)

Change AUM
Man AHL TargetRisk £611m £1.1b
Tikehau Income Cross Assets £302m £639m
Nordea 1 - Multi-Asset £260m £2.4b
SVS Church House Tenax Absolute ... £164m £410m
Trojan Fund £156m £4.3b

Largest Outflows (Q3'19 - Q3'18)

Change AUM
Carmignac Patrimoine £-5,467m £10.6b
Newton Real Return £-2,019m £6.5b
Carmignac Portfolio - Patrimoine £-868m £1.1b
Lazard Diversified Return Fund £-29m £23m
Seven Diversified Fund £-28m £53m

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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.