Opportunistic Macro

Strategy Research, 25 Feb 2021

Index Research Funds

Sub Index - Opportunistic Macro

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2021 -0.2 2.0 0.7 2.5
2020 -0.5 -1.6 -8.1 2.3 2.9 1.2 0.7 1.3 -0.8 0.4 3.1 1.1 1.5
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
Artemis Strategic Assets Opportunistic 6.7
U Access (IRL) Trend Macro Opportunistic 6.3
KLS Arete Macro Opportunistic 5.1
HI Sibilla Macro Fund Opportunistic 5.1
JK Global Opportunities Fund Opportunistic 4.8
BH Absolute Return Government Bond Fund Opportunistic 4.5
H2O MultiReturns Opportunistic 4.5
JPM Global Macro Opportunities Opportunistic 3.9
Graham Macro UCITS Opportunistic 3.2
Odey Odyssey Opportunistic 2.4

Bottom Funds YTD

YTD
Legg Mason Western Asset Macro Opportunit... Opportunistic -7.7
Lemanik SICAV Global Strategy Opportunistic -5.9
Goldman Sachs Strategic Macro Bond Opportunistic -2.5
M&G (Lux) Episode Macro Fund Opportunistic -2.4
Manulife Macro Currency Fund Opportunistic -0.9
Bellevue Funds (LUX) BB Global Macro Opportunistic -0.6
Manulife Asian Bond Absolute Return Fund Opportunistic -0.6
BlueBay Global Sovereign Opportunities Opportunistic -0.3
Allianz Fixed Income Macro Opportunistic 0.3
RV Capital Asia Opportunity UCITS Opportunistic 0.7

Largest Opportunistic Funds

AUM
Legg Mason Western Asset Macro ... £5.4b
JPM Global Macro Opportunities (... £4.3b
H2O Adagio £2.2b
JPM Global Macro Opportunities £1.6b
JPM Global Macro £670m

Largest Inflows (Q4'20 - Q4'19)

Change AUM
JPM Global Macro Opportunities (... £784m £4.3b
Graham Macro UCITS £245m £434m
Allianz Fixed Income Macro £241m £245m
KLS Arete Macro £210m £545m
JPM Global Macro Opportunities £197m £1.6b

Largest Outflows (Q4'20 - Q4'19)

Change AUM
H2O Adagio £-1,785m £2.2b
H2O Allegro £-884m £464m
Legg Mason Western Asset Macro ... £-493m £5.4b
BlueBay Global Sovereign Opportu... £-396m £376m
H2O MultiReturns £-341m £126m

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Close Current Site Absolute Hedge is a market leading UCITS research database providing proprietary research on funds, themes and strategies in the UCITS space. Kepler Trust Intelligence is produced by the investment companies team at Kepler Partners and is the UK’s premier source of detailed qualitative research on investment trusts. Kepler Liquid Strategies is a Dublin domiciled UCITS fund platform featuring a number of best-of-breed fund managers. Kepler Partners is a corporate advisory and asset raising boutique specialising in the regulated funds market in Europe and investment trusts in the UK.