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 1.0 -0.2 0.3
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
InRIS Prentice Conservative 26.9
Schroder GAIA Contour Tech Equity Conservative 26.2
DECALIA Muse Conservative 24.9
Prosper Stars & Stripes Conservative 19.7
GAM Star Alpha Technology Conservative 17.0
Man GLG US Absolute Alpha Conservative 16.9
Man GLG Innovation Equity Alternative Conservative 14.6
Heptagon Kettle Hill US L/S Equity Conservative 13.5
Wellington US Equity Long-Short Fund Conservative 13.4
Merian UK Specialist Equity Conservative 12.4

Bottom Funds YTD

YTD
BlackRock Emerging Markets Absolute Return Conservative -26.3
Jupiter Absolute Return (UK) Conservative -22.2
Jupiter Global Absolute Return (Lux) Conservative -22.1
Charlemagne OAKS Emerging and Frontier Opp... Conservative -21.4
Maverick Fundamental Quant UCITS Conservative -17.2
Threadneedle UK Absolute Alpha Conservative -10.9
Amundi Absolute Return European Equity Conservative -10.3
Protea Crawford Lake US Equities Fund Conservative -9.6
AQS UCITS Absolute Return European Equity Conservative -8.8
Legg Mason Martin Currie European Absolute... Conservative -8.0

Largest New Launches (12M)

AUM
IAM Black and White Innovation UCITS Fund £78m
Man GLG US Absolute Alpha £20m
Fidelity Absolute Return Asian Equity £4m

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

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