Equity Long / Short Conservative

Strategy Research, 25 Mar 2021

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 1.3
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
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Top Funds YTD

YTD
Lupus Alpha All Opportunities Fund (C) Conservative 13.7
HI EMIM Africa Fund Conservative 11.5
BlackRock Asia Pacific Diversified Equity ... Conservative 11.2
BlackRock Emerging Markets Absolute Return Conservative 9.1
Prosper Stars & Stripes Conservative 8.9
IAM EJF Alpha Opportunities Conservative 8.3
Pictet TR Atlas Titan Conservative 7.6
Marshall Wace - TOPS UCITS Conservative 7.2
Portland Hill European Long Short (UCITS) Conservative 6.9
Anima Star High Potential Italy Conservative 6.1

Bottom Funds YTD

YTD
Carmignac Portfolio Long-Short Global Equi... Conservative -11.4
Lyxor / Bluescale Global Equity Alpha Fund Conservative -4.8
Fidelity Absolute Return Asian Equity Conservative -3.4
IAM Black and White Innovation UCITS Fund Conservative -3.1
Merian UK Specialist Equity Conservative -3.0
Jupiter Absolute Return (UK) Conservative -2.9
MontLake Cooper Creek Partners North Ameri... Conservative -2.5
GAM Star (Lux) - European Alpha Conservative -2.4
BlackRock European Absolute Return Conservative -2.3
BlackRock European Absolute Alpha Conservative -2.2

Largest New Launches (12M)

AUM
BNP Paribas Environmental Absolute Return Thema... £103m
Pictet TR Atlas Titan £60m
LandseerAM European Equity Focus Long/Short Fund £37m

Largest Conservative Funds

AUM
Janus Henderson United Kingdom A... £2.4b
BlackRock European Absolute Return £2.2b
Eleva Absolute Return Europe £2.1b
Marshall Wace - TOPS UCITS £1.9b
Janus Henderson UK Absolute Return £1.4b

Largest Inflows (Q4'20 - Q4'19)

Change AUM
BlackRock European Absolute Return £967m £2.2b
Eleva Absolute Return Europe £782m £2.1b
Pictet TR Atlas £425m £833m
BlackRock European Absolute Alpha £392m £624m
BlackRock Emerging Companies Abs... £340m £828m

Largest Outflows (Q4'20 - Q4'19)

Change AUM
Jupiter Absolute Return (UK) £-1,040m £118m
Schroder UK Dynamic Absolute Return £-238m £180m
Janus Henderson United Kingdom A... £-226m £2.4b
Artemis US Absolute Return £-211m £290m
Janus Henderson UK Absolute Return £-206m £1.4b

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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.