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
2019 1.2 0.2 -0.1 0.4 -0.7 0.4 0.3 -0.3 -0.1 0.3 2.1
2018 1.0 -0.7 -0.1 0.3 0.3 -0.3 0.1 -0.2 -0.4 -1.9 -0.8 -0.8 -3.0
2017 0.5 -0.1 0.7 0.6 0.5 -0.2 0.5 0.1 0.3 0.3 -0.4 0.1 3.6
2016 -1.5 -1.0 0.1 -0.4 0.6 -1.2 0.8 0.2 0.4 -0.2 -0.5 0.7 -1.4
2015 0.9 1.1 0.6 0.1 0.9 -0.9 1.2 -0.8 -0.6 0.6 0.1 0.1 3.9
2014 0.2 1.5 -0.9 -1.0 0.6 0.1 -0.5 0.5 0.2 -0.1 1.0 0.3 2.6
2013 1.8 0.8 0.7 -0.2 1.1 -0.3 1.7 -0.4 0.7 1.7 0.8 0.9 10.2
2012 1.1 1.3 0.5 0.0 -1.8 0.2 0.9 0.6 0.7 0.2 0.6 0.6 5.7
2011 -0.5 0.5 0.0 0.8 0.1 -0.4 -0.5 -1.7 -0.3 0.8 -0.8 0.3 -1.0
2010 -0.6 0.2 2.3 0.0 -2.2 -0.8 0.7 -0.1 1.2 1.1 0.1 1.8 4.4
Download Index Return Series

Top Funds YTD

YTD
Threadneedle Pan European Absolu... Conservative 20.4
DECALIA Muse Conservative 17.5
Liontrust GF European Strategic ... Conservative 16.5
Veritas Global Real Return Conservative 15.3
Alma Apis Global Long / Short Eq... Conservative 14.2
Charlemagne OAKS Emerging and Fr... Conservative 13.7
Wellington Global Health Care Lo... Conservative 12.8
GAM Star Alpha Technology Conservative 12.5
BlackRock UK Emerging Companies ... Conservative 11.8
Melchior European Enhanced Absol... Conservative 11.6

Bottom Funds YTD

YTD
Jupiter Global Levered Absolute ... Conservative -12.7
Montlake Giano UCITS Conservative -9.3
Majedie Tortoise Conservative -7.5
Schroder ISF European Alpha Abso... Conservative -6.7
Carmignac Portfolio Long-Short G... Conservative -6.7
Jupiter Absolute Return (UK) Conservative -6.7
Carmignac Portfolio Long Short E... Conservative -6.7
Trium Morphic ESG L/S Fund Conservative -5.6
Jupiter Global Absolute Return (... Conservative -5.4
RWC US Absolute Alpha Conservative -4.2

Largest New Launches (12M)

AUM
SEB Bodenholm Absolute Return £289m
Nordea 1 - European Long/Short Equity Fund £62m
Carmignac Portfolio Long-Short Global Equities £49m
Neuberger Berman Absolute Alpha £34m
Prosper Stars & Stripes £26m

Largest Conservative Funds

AUM
Janus Henderson United Kingdom A... £2.7b
Janus Henderson UK Absolute Return £1.8b
Blackrock European Absolute Return £1.4b
Jupiter Absolute Return (UK) £1.3b
Eleva Absolute Return Europe £1.1b

Largest Inflows (Q3'19 - Q3'18)

Change AUM
Eleva Absolute Return Europe £692m £1.1b
Blackrock European Absolute Return £225m £1.4b
BlackRock European Absolute Alpha £148m £204m
Lyxor / Sandler US Equity £135m £588m
KLS Lomas US Equity Long Short £126m £148m

Largest Outflows (Q3'19 - Q3'18)

Change AUM
BNY Mellon Absolute Return Equity £-1,596m £480m
Janus Henderson United Kingdom A... £-1,359m £2.7b
DNCA Invest - Miuri £-923m £310m
DNCA Invest - Velador £-843m £146m
Janus Henderson UK Absolute Return £-769m £1.8b

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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.