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 1.3 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
DECALIA Muse Conservative 5.0
Carmignac Portfolio Long-Short Global Equi... Conservative 4.0
Schroder GAIA Contour Tech Equity Conservative 3.9
Veritas Global Real Return Conservative 3.8
BlackRock UK Emerging Companies Absolute R... Conservative 3.4
Neuberger Berman Absolute Alpha Conservative 3.4
GAM Star (Lux) - Financials Alpha Conservative 3.4
GAM Star Alpha Technology Conservative 2.9
MS INV Liquid Alpha Capture Fund Conservative 2.9
Merian UK Specialist Equity Conservative 2.8

Bottom Funds YTD

YTD
Jupiter Global Levered Absolute Return Conservative -10.4
Jupiter Global Absolute Return (Lux) Conservative -6.0
Jupiter Absolute Return (UK) Conservative -5.5
BlackRock Emerging Markets Absolute Return Conservative -4.6
Majedie Tortoise Conservative -3.8
Allianz Discovery Europe Strategy Conservative -2.2
DNCA Invest - Miuri Conservative -1.9
Boston Partners Global Long/Short Conservative -1.2
HI Principia Fund Conservative -0.7
Anima Star High Potential Italy Conservative -0.6

Largest New Launches (12M)

AUM
SEB Bodenholm Absolute Return £289m
Neuberger Berman Absolute Alpha £30m
Prosper Stars & Stripes £23m
MontLake Chelodina UCITS £17m
InRIS Prentice £12m

Largest Conservative Funds

AUM
Janus Henderson United Kingdom A... £2.6b
Marshall Wace - MW TOPS UCITS £1.7b
Janus Henderson UK Absolute Return £1.6b
Eleva Absolute Return Europe £1.3b
Blackrock European Absolute Return £1.2b

Largest Inflows (Q3'19 - Q3'18)

Change AUM
Eleva Absolute Return Europe £775m £1.3b
Eleva Absolute Return Europe £692m £1.3b
BlackRock UK Emerging Companies ... £347m £488m
Blackrock European Absolute Return £225m £1.2b
BlackRock European Absolute Alpha £171m £232m

Largest Outflows (Q3'19 - Q3'18)

Change AUM
BNY Mellon Absolute Return Equity £-1,596m £372m
Janus Henderson United Kingdom A... £-1,359m £2.6b
BNY Mellon Absolute Return Equity £-1,265m £372m
DNCA Invest - Miuri £-923m £372m
DNCA Invest - Velador £-843m £146m

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