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 | -5.0 | |||||||||
| 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
| YTD | ||
|---|---|---|
| Nordea 1 - Multi-Asset | 6.5 | |
| Ruffer Total Return | 5.3 | |
| Trojan Fund | 4.8 | |
| Carmignac Portfolio - Patrimoine | 0.1 | |
| New Capital Strategic Portfolio | 0.0 | |
| Carmignac Patrimoine | -0.2 | |
| M&G Global Target Return Fund | -0.5 | |
| Seven Diversified Fund | -0.8 | |
| JK Global Opportunities Fund | -1.0 | |
| Lyxor ARMA 8 | -1.2 |
Bottom Funds YTD
| YTD | ||
|---|---|---|
| Odey Opportunity | -12.7 | |
| Tideway Real Return | -11.4 | |
| M&G Dynamic Allocation Fund | -11.2 | |
| Uni-Global - Cross Asset Navigator | -10.2 | |
| Odey Portfolio | -10.0 | |
| Invesco Global Absolute Return | -8.4 | |
| Invesco Balanced Risk 8 | -7.7 | |
| AQR Global Risk Parity UCITS | -7.6 | |
| Kestrel Global Portfolio | -7.0 | |
| Fulcrum Diversified Liquid Alternatives | -6.5 |
Strategy AUM
31 March 2020
£37.1b
-19% YOY
Largest Multi Asset Funds
| AUM | |
|---|---|
| Carmignac Patrimoine | £8.9b |
| Newton Real Return | £5.2b |
| Trojan Fund | £4.4b |
| M&G Dynamic Allocation Fund | £3.5b |
| Ruffer Total Return | £3.1b |
Largest Inflows (Q1'20 - Q1'19)
| Change | AUM | |
|---|---|---|
| Man AHL TargetRisk | £963m | £1.7b |
| Tikehau Income Cross Assets | £534m | £639m |
| Nordea 1 - Multi-Asset | £415m | £2.4b |
| Trojan Fund | £247m | £4.4b |
| SVS Church House Tenax Absolute ... | £105m | £435m |
Largest Outflows (Q1'20 - Q1'19)
| Change | AUM | |
|---|---|---|
| M&G Dynamic Allocation Fund | £-2,817m | £3.5b |
| Carmignac Patrimoine | £-2,766m | £8.9b |
| Newton Real Return | £-1,870m | £5.2b |
| GMO Global Real Return UCITS | £-943m | £0m |
| Ruffer Total Return | £-379m | £3.1b |
