Equity Long / Short Conservative

Strategy Research, 13 Nov 2020

Index Research Funds

Sub Index - Equity Long / Short Conservative

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2021 -1.3 2.0 0.7 1.2 0.0 0.2 0.0 0.5 3.3
2020 -0.1 -2.0 -3.1 2.3 0.4 1.1 0.9 1.0 -0.2 -0.2 2.6 1.9 4.8
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
BlackRock Asia Pacific Diversified Equity ... Conservative 17.8
DECALIA Muse Conservative 16.5
IAM EJF Alpha Opportunities Conservative 14.5
Lupus Alpha All Opportunities Fund (C) Conservative 13.9
Marshall Wace - TOPS UCITS Conservative 12.7
Carmignac Portfolio Long Short European Eq... Conservative 12.5
BlackRock Emerging Companies Absolute Return Conservative 12.4
Sanlam Managed Risk UCITS Conservative 11.5
TM Sanditon UK Select Conservative 11.0
Janus Henderson European Absolute Return Fund Conservative 10.5

Bottom Funds YTD

YTD
IAM Black and White Innovation UCITS Fund Conservative -13.6
Lyxor / Bluescale Global Equity Alpha Fund Conservative -10.8
Fidelity Absolute Return Asian Equity Conservative -8.1
Man GLG US Absolute Alpha Conservative -4.1
Jupiter Absolute Return (UK) Conservative -3.7
Man GLG Innovation Equity Alternative Conservative -3.6
Allianz Japan Equity Long Short Strategy Conservative -3.3
Amundi Absolute Return European Equity Conservative -2.8
Artemis US Absolute Return Conservative -1.4
Merian UK Specialist Equity Conservative -1.3

Largest New Launches (12M)

AUM
Pictet TR Atlas Titan £158m
IAM Prentice Long/Short Equity UCITS Fund £98m

Largest Conservative Funds

AUM
Eleva Absolute Return Europe £2.6b
Janus Henderson Absolute Return ... £2.5b
Marshall Wace - TOPS UCITS £1.9b
Pictet TR Atlas £1.8b
Janus Henderson Absolute Return ... £1.4b

Largest Inflows (Q2'21 - Q2'20)

Change AUM
Pictet TR Atlas £1.2b £1.8b
Eleva Absolute Return Europe £909m £2.6b
Man GLG Innovation Equity Altern... £329m £642m
Marshall Wace - TOPS UCITS £194m £1.9b
BlackRock Emerging Companies Abs... £183m £845m

Largest Outflows (Q2'21 - Q2'20)

Change AUM
Jupiter Absolute Return (UK) £-270m £75m
Man GLG European Mid-Cap Equity ... £-265m £73m
BlackRock European Absolute Retu... £-192m £1.3b
Artemis US Absolute Return £-179m £198m
Schroder UK Dynamic Absolute Return £-91m £146m

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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.