Equity Long / Short Conservative

Strategy Research, 17 Dec 2013

Index Research Funds

Sub Index - Equity Long / Short Conservative

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2020 -0.1 -2.0 -3.1 2.3 -2.9
2019 1.3 0.3 -0.1 0.4 -0.6 0.5 0.4 -0.2 -0.1 0.3 0.5 0.8 3.5
2018 1.0 -0.7 0.0 0.4 0.4 -0.3 0.1 -0.1 -0.3 -1.9 -0.8 -0.8 -3.0
2017 0.6 0.0 0.7 0.7 0.5 -0.2 0.6 0.1 0.4 0.4 -0.3 0.1 3.7
2016 -1.5 -0.9 0.2 -0.3 0.7 -1.1 0.8 0.3 0.5 -0.2 -0.4 0.8 -1.3
2015 1.0 1.1 0.6 0.1 1.0 -0.9 1.3 -0.7 -0.6 0.6 0.2 0.2 4.0
2014 0.3 1.5 -0.8 -0.9 0.7 0.1 -0.4 0.6 0.3 0.0 1.1 0.3 2.6
2013 1.8 0.8 0.8 -0.2 1.1 -0.3 1.8 -0.4 0.7 1.8 0.8 1.0 10.2
2012 1.2 1.4 0.6 0.1 -1.8 0.3 1.0 0.7 0.7 0.2 0.7 0.7 5.7
2011 -0.5 0.5 0.0 0.9 0.2 -0.3 -0.4 -1.7 -0.2 0.9 -0.8 0.4 -1.0
2010 -0.5 0.3 2.4 0.0 -2.2 -0.7 0.8 -0.1 1.3 1.1 0.2 1.8 4.5
Download Index Return Series

Top Funds YTD

YTD
Schroder GAIA Contour Tech Equity Conservative 13.7
InRIS Prentice Conservative 11.0
Prosper Stars & Stripes Conservative 10.9
DECALIA Muse Conservative 7.9
Lyxor / Sandler US Equity Conservative 7.4
TM Sanditon UK Select Conservative 6.9
Blackrock European Absolute Return Conservative 6.3
Veritas Global Real Return Conservative 6.2
BlackRock European Absolute Alpha Conservative 6.1
Merian UK Specialist Equity Conservative 6.0

Bottom Funds YTD

YTD
Charlemagne OAKS Emerging and Frontier Opp... Conservative -25.4
Protea Crawford Lake US Equities Fund Conservative -18.1
BlackRock Emerging Markets Absolute Return Conservative -17.8
KLS Lomas US Equity Long Short Conservative -15.4
Jupiter Global Absolute Return (Lux) Conservative -15.3
Maverick Fundamental Quant UCITS Conservative -15.0
Jupiter Absolute Return (UK) Conservative -14.5
Legg Mason Martin Currie European Absolute... Conservative -12.6
Boston Partners Global Long/Short Conservative -11.4
Anima Star High Potential Italy Conservative -10.7

Largest New Launches (12M)

AUM
IAM Black and White Innovation UCITS Fund £65m
MontLake Chelodina UCITS £41m
InRIS Prentice £19m

Largest Conservative Funds

AUM
Janus Henderson United Kingdom A... £2.3b
Marshall Wace - MW TOPS UCITS £1.7b
Janus Henderson UK Absolute Return £1.5b
Eleva Absolute Return Europe £1.4b
Blackrock European Absolute Return £1.1b

Largest Inflows (Q1'20 - Q1'19)

Change AUM
Eleva Absolute Return Europe £651m £1.4b
BlackRock UK Emerging Companies ... £428m £572m
Lyxor / Sandler US Equity £221m £712m
BlackRock European Absolute Alpha £171m £263m
KLS Lomas US Equity Long Short £114m £131m

Largest Outflows (Q1'20 - Q1'19)

Change AUM
Jupiter Absolute Return (UK) £-996m £463m
Majedie Tortoise £-708m £350m
Janus Henderson UK Absolute Return £-691m £1.5b
Janus Henderson United Kingdom A... £-559m £2.3b
Blackrock European Absolute Return £-384m £1.1b

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