AH Multi Asset UCITS Index

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2022 -3.0 -0.5 0.3 -2.1 -0.8 -3.7 2.3 -1.6 -3.8 1.0 2.9 -1.4 -10.2
2021 -0.1 0.1 1.2 1.7 1.1 0.3 0.8 0.7 -1.8 1.2 -0.7 1.1 5.4
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

Largest Multi Asset Funds

AUM
DWS Concept Kaldemorgen £12.0b
Carmignac Patrimoine £6.9b
Trojan Fund £6.5b
Ruffer Total Return International £5.7b
Newton Real Return £4.0b

Largest Inflows (Q4'22 - Q4'21)

Change AUM
Ruffer Total Return International £1.5b £5.7b
DWS Concept Kaldemorgen £1.3b £12.0b
Trojan Fund £264m £6.5b
Newton Multi-Asset Diversified R... £112m £543m
Latitude Horizon Fund £53m £314m

Largest Outflows (Q4'22 - Q4'21)

Change AUM
Newton Real Return £-1,876m £4.0b
Carmignac Patrimoine £-1,768m £6.9b
Man AHL TargetRisk £-1,408m £2.9b
GMO Global Real Return UCITS £-429m £644m
Carmignac Portfolio - Patrimoine £-280m £1.3b

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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.