Opportunistic Macro

Strategy Research, 24 Oct 2019

Index Research Funds

Sub Index - Opportunistic Macro

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2020 -0.5 -1.6 -2.1
2019 1.7 0.1 -0.1 0.4 -0.5 1.3 0.2 0.0 1.0 0.7 -0.3 1.4 6.0
2018 1.6 -0.7 -0.8 -0.3 -1.7 -0.6 0.5 -1.7 0.3 -0.9 -0.1 -0.6 -4.9
2017 0.2 0.1 0.3 -0.4 0.0 0.5 0.0 -0.2 0.4 -0.1 -0.1 -0.3 0.4
2016 -1.2 -1.3 0.8 0.9 -0.1 -0.8 0.5 -0.1 -0.1 1.1 -0.7 0.6 -0.3
2015 0.9 0.8 0.4 -0.8 0.9 -0.6 0.3 -0.8 -0.9 0.2 0.2 -0.5 0.0
2014 -0.2 0.1 0.2 0.0 0.5 -0.3 0.4 -0.2 1.2 -0.8 0.4 -0.9 0.6
2013 0.6 0.3 0.3 1.0 0.4 -1.5 -0.1 0.0 -0.1 0.6 -0.1 0.3 1.6
2012 1.9 1.1 0.3 -0.3 -0.7 0.8 1.2 0.5 0.5 0.6 0.6 0.7 7.7
2011 -0.3 0.3 0.3 0.2 0.0 -0.7 0.0 -0.3 -1.2 1.5 -0.5 0.6 -0.2
2010 0.4 0.6 1.3 0.3 -1.1 0.1 0.6 1.0 0.5 0.0 -0.2 0.6 4.3
Download Index Return Series

Top Funds YTD

YTD
Odey Odyssey Opportunistic 27.8
Lemanik SICAV Global Strategy Opportunistic 13.2
Graham Macro UCITS Opportunistic 5.5
JPM Global Macro Opportunities Opportunistic 3.5
RV Capital Asia Opportunity UCITS Opportunistic 2.6
Allianz Fixed Income Macro Opportunistic 2.4
JPM Global Macro Sustainable Opportunistic 2.0
Manulife Absolute Return Rates Fund Opportunistic 0.8
Pacific G10 Macro Rates Opportunistic 0.8
KLS Arete Macro Opportunistic -0.2

Bottom Funds YTD

YTD
H2O Vivace Opportunistic -72.8
H2O Allegro Opportunistic -55.2
H2O MultiReturns Opportunistic -29.6
GAM Star Global Rates Opportunistic -24.1
Artemis Strategic Assets Opportunistic -23.6
H2O Adagio Opportunistic -14.4
HI Sibilla Macro Fund Opportunistic -14.2
Legg Mason Western Asset Macro Opportunit... Opportunistic -13.7
Emso Emerging Markets Absolute Return Debt Opportunistic -12.7
Bellevue Funds (LUX) BB Global Macro Opportunistic -11.0

Largest New Launches (12M)

AUM
JPM Global Macro Sustainable £448m

Largest Opportunistic Funds

AUM
Legg Mason Western Asset Macro ... £5.9b
H2O Adagio £4.0b
JPM Global Macro Opportunities (... £3.5b
JPM Global Macro Opportunities £1.4b
H2O Allegro £1.3b

Largest Inflows (Q4'19 - Q4'18)

Change AUM
Legg Mason Western Asset Macro ... £465m £5.9b
KLS Arete Macro £194m £335m
Bellevue Funds (LUX) BB Global M... £194m £616m
H2O MultiReturns £94m £467m
JPM Global Macro Opportunities £50m £1.4b

Largest Outflows (Q4'19 - Q4'18)

Change AUM
H2O Adagio £-2,289m £4.0b
JPM Global Macro Opportunities (... £-1,525m £3.5b
BlueBay Global Sovereign Opportu... £-271m £772m
H2O Allegro £-188m £1.3b
Algebris Macro Credit Fund £-186m £447m

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