Trend

Strategy Research, 03 Oct 2019

Index Research Funds

Sub Index - Trend

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2019 -2.2 0.1 5.5 2.2 0.2 2.8 3.7 4.4 -2.8 -3.5 0.9 -1.0 10.4
2018 5.5 -6.8 -1.2 -0.3 -2.1 0.2 -0.5 2.3 -1.7 -3.0 -1.9 1.2 -8.4
2017 -0.4 3.1 -1.2 -0.1 1.3 -2.5 2.1 1.3 -1.9 4.0 1.1 0.5 7.3
2016 4.2 1.9 -2.2 -2.8 -1.3 4.0 1.0 -1.8 -1.1 -3.3 -0.6 1.3 -1.0
2015 5.2 0.9 1.6 -3.6 0.2 -3.7 2.3 -0.8 1.7 -2.0 2.3 -2.5 1.2
2014 -2.5 0.7 -1.8 1.4 2.2 1.9 0.0 4.6 1.3 1.0 6.1 3.1 19.1
2013 1.8 1.1 1.9 3.3 -3.1 -2.9 -0.7 -2.8 -0.9 2.9 3.7 0.4 4.2
2012 0.0 0.9 -1.7 0.2 2.8 -5.0 3.0 -2.4 -2.0 -3.8 0.6 0.9 -6.7
2011 -2.3 1.2 -3.4 3.6 -2.6 -2.7 4.2 1.3 -0.1 -4.5 0.3 1.5 -3.8
2010 -2.1 -0.5 2.8 0.0 0.3 0.4 -0.9 3.3 0.4 2.4 -3.7 2.8 5.1
2009 -0.5 0.2 -3.9 -4.1
Download Index Return Series

Top Funds YTD

YTD
Fulcrum Multi Asset Trend Fund Trend 5.7
Progressive Tulip Trend UCITS Trend 5.2
DB Platinum Quantica Managed Futures Focus Trend 4.3
Cyril Systematic UCITS Trend 4.1
Lyxor Epsilon Global Trend Trend 4.0
Allianz Multi Asset Long / Short Trend 3.2
MontLake Crabel Advanced Trend Trend 3.1
MontLake DUNN WMA Institutional UCITS Trend 3.1
Garraway Financial Trends Trend 2.7
Graham Tactical Trend UCITS Trend 2.7

Bottom Funds YTD

YTD
Tungsten TRYCON Basic Invest HAIG Trend -0.6
AQR Managed Futures UCITS Trend -0.1
Uni-Global - Cross Asset Trend Follower Trend 0.7
MAN AHL Diversity Alternative Trend 0.8
Schroder GAIA BlueTrend Trend 0.9
Next AM - Tendance Finance Trend 1.0
Man AHL Trend Alternative Trend 1.4
Goldman Sachs Alternative Trend Portfolio Trend 1.5
BNP THEAM Quant - Multi Asset Diversified Trend 1.7
FORT Global UCITS Trend Trend 2.0

Largest Trend Funds

AUM
AQR Managed Futures UCITS £518m
Man AHL Trend Alternative £405m
MontLake DUNN WMA Institutional ... £342m
Lyxor Epsilon Global Trend £332m
Allianz Multi Asset Long / Short £285m

Largest Inflows (Q3'19 - Q3'18)

Change AUM
AQR Managed Futures UCITS £387m £518m
AQR Managed Futures UCITS £316m £518m
Man AHL Trend Alternative £59m £405m
MontLake DUNN WMA Institutional ... £41m £342m
Man AHL Trend Alternative £39m £405m

Largest Outflows (Q3'19 - Q3'18)

Change AUM
Schroder GAIA BlueTrend £-111m £66m
Allianz Multi Asset Long / Short £-75m £285m
Allianz Multi Asset Long / Short £-74m £285m
BNP THEAM Quant - Multi Asset Di... £-73m £95m
BNP THEAM Quant - Multi Asset Di... £-66m £95m

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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.