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 0.4 1.1 0.9 -0.5
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 21.0
InRIS Prentice Conservative 19.9
DECALIA Muse Conservative 19.9
Prosper Stars & Stripes Conservative 17.2
Man GLG US Absolute Alpha Conservative 14.5
Wellington US Equity Long-Short Fund Conservative 12.3
BlackRock Asia Pacific Diversified Equity ... Conservative 11.3
Heptagon Kettle Hill US L/S Equity Conservative 10.9
TT European Opportunities Long/Short Fund Conservative 9.8
TM Sanditon UK Select Conservative 9.6

Bottom Funds YTD

YTD
Charlemagne OAKS Emerging and Frontier Opp... Conservative -27.4
BlackRock Emerging Markets Absolute Return Conservative -20.7
Jupiter Global Absolute Return (Lux) Conservative -17.0
Jupiter Absolute Return (UK) Conservative -16.3
KLS Lomas US Equity Long Short Conservative -15.1
Maverick Fundamental Quant UCITS Conservative -14.8
Protea Crawford Lake US Equities Fund Conservative -14.6
Legg Mason Martin Currie European Absolute... Conservative -10.0
Schroder UK Dynamic Absolute Return Conservative -9.5
Sanlam Managed Risk UCITS Conservative -9.1

Largest New Launches (12M)

AUM
IAM Black and White Innovation UCITS Fund £78m
MontLake Chelodina UCITS £71m
InRIS Prentice £44m
TT European Opportunities Long/Short Fund £23m
Man GLG US Absolute Alpha £20m

Largest Conservative Funds

AUM
Janus Henderson United Kingdom A... £2.5b
Eleva Absolute Return Europe £1.7b
Blackrock European Absolute Return £1.5b
Janus Henderson UK Absolute Return £1.4b
Marshall Wace - MW TOPS UCITS £1.3b

Largest Inflows (Q2'20 - Q2'19)

Change AUM
Eleva Absolute Return Europe £860m £1.7b
BlackRock UK Emerging Companies ... £431m £662m
Lyxor / Sandler US Equity £334m £866m
BlackRock European Absolute Alpha £207m £375m
Anima Star High Potential Europe £132m £700m

Largest Outflows (Q2'20 - Q2'19)

Change AUM
Jupiter Absolute Return (UK) £-1,044m £345m
Marshall Wace - MW TOPS UCITS £-664m £1.3b
Majedie Tortoise £-599m £317m
Janus Henderson UK Absolute Return £-539m £1.4b
Janus Henderson United Kingdom A... £-365m £2.5b

or Register for Free

  • Access the full universe of UCITS Hedge Funds and Absolute Return Funds.
  • Build and curate a watchlist.
  • View the latest research.
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.