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 -2.1
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 9.8
Lyxor / Sandler US Equity Conservative 9.7
BlackRock Asia Pacific Absolute Return Conservative 5.1
Blackrock European Absolute Return Conservative 2.6
TM Sanditon UK Select Conservative 2.3
MontLake Chelodina UCITS Conservative 2.2
BlackRock European Absolute Alpha Conservative 2.0
Anima Star High Potential Europe Conservative 1.5
Carmignac Portfolio Long-Short Global Equi... Conservative 0.8
Montlake Giano UCITS Conservative 0.4

Bottom Funds YTD

YTD
Charlemagne OAKS Emerging and Frontier Opp... Conservative -31.5
Legg Mason Martin Currie European Absolute... Conservative -18.2
Boston Partners Global Long/Short Conservative -16.3
Maverick Fundamental Quant UCITS Conservative -15.7
Majedie Tortoise Conservative -14.7
Sanlam Managed Risk UCITS Conservative -13.1
BlackRock Emerging Markets Absolute Return Conservative -13.1
KLS Lomas US Equity Long Short Conservative -12.7
Schroder UK Dynamic Absolute Return Conservative -12.5
IAM EJF Alpha Opportunities Conservative -12.1

Largest New Launches (12M)

AUM
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 (Q4'19 - Q4'18)

Change AUM
Eleva Absolute Return Europe £775m £1.3b
BlackRock UK Emerging Companies ... £347m £488m
BlackRock European Absolute Alpha £171m £232m
KLS Lomas US Equity Long Short £141m £163m
BlackRock UK Equity Absolute Return £94m £139m

Largest Outflows (Q4'19 - Q4'18)

Change AUM
Janus Henderson UK Absolute Return £-676m £1.6b
Janus Henderson United Kingdom A... £-565m £2.6b
Blackrock European Absolute Return £-525m £1.2b
Majedie Tortoise £-439m £694m
Carmignac Portfolio Long Short E... £-419m £312m

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