Equity Long / Short Conservative

Strategy Research, 06 Dec 2021

Index Research Funds

Sub Index - Equity Long / Short Conservative

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2022 -0.9 -0.5 0.1 -0.7 -0.9 -1.0 -3.8
2021 -1.3 2.0 0.7 1.2 0.0 0.2 0.0 0.5 -0.3 0.8 -0.8 0.6 3.5
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
Download Index Return Series

Top Funds YTD

YTD
MontLake Invenomic US Equity Long/Short UC... Conservative 27.2
MontLake Cooper Creek Partners North Ameri... Conservative 16.8
Lumyna - MW TOPS UCITS Fund Conservative 4.5
BlackRock Asia Pacific Diversified Equity ... Conservative 4.3
BlackRock UK Equity Absolute Return Conservative 4.2
Schroder ISF European Alpha Absolute Return Conservative 3.9
BlackRock Asia Pacific Absolute Return Conservative 3.6
BlackRock UK Absolute Alpha Conservative 3.6
Lazard European Alternative Conservative 3.5
Schroder UK Dynamic Absolute Return Conservative 2.3

Bottom Funds YTD

YTD
BlackRock Emerging Companies Absolute Return Conservative -21.4
Protea Crawford Lake US Equities Fund Conservative -17.3
Prosper Stars & Stripes Conservative -13.1
Threadneedle Pan European Absolute Alpha Conservative -12.8
Solanas ESG Sustainability UCITS Fund Conservative -12.7
Schroder GAIA Contour Tech Equity Conservative -12.6
MS INV Liquid Alpha Capture Fund Conservative -11.4
Montlake Giano UCITS Conservative -9.0
Pictet TR Atlas Titan Conservative -8.5
IAM EJF Alpha Opportunities Conservative -8.4

Largest New Launches (12M)

AUM
UBS (Irl) Investor Selection - O'Connor China L... £213m
MontLake Invenomic US Equity Long/Short UCITS Fund £134m
U Access IRL Bain Capital Global Equity LS Sust... £91m
PrivilEdge - Atlas Impact £71m
HI BennBridge EM Absolute Return Fund £20m

Largest Conservative Funds

AUM
Eleva Absolute Return Europe £3.3b
Pictet TR Atlas £2.9b
Janus Henderson Absolute Return ... £2.3b
Lumyna - MW TOPS UCITS Fund £2.0b
Janus Henderson Absolute Return ... £1.4b

Largest Inflows (Q1'22 - Q1'21)

Change AUM
Pictet TR Atlas £1.6b £2.9b
Eleva Absolute Return Europe £925m £3.3b
Carmignac Portfolio Long Short E... £560m £912m
Anima Star High Potential Europe £344m £1.2b
Lumyna - MW TOPS UCITS Fund £163m £2.0b

Largest Outflows (Q1'22 - Q1'21)

Change AUM
Man GLG Innovation Equity Altern... £-231m £406m
Artemis US Absolute Return £-204m £39m
Merian UK Specialist Equity £-143m £314m
Man GLG European Mid-Cap Equity ... £-125m £68m
BlackRock UK Absolute Alpha £-113m £106m

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