Multi Strategy Discretionary

Strategy Research, 23 Apr 2021

Index Research Funds

Sub Index - Multi Strategy Discretionary

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2021 0.6 1.1 -0.1 0.6 0.3 0.1 -0.3 0.3 -0.1 2.5
2020 0.4 -0.7 -5.3 2.8 1.0 1.2 1.0 0.8 0.0 -0.1 2.1 1.8 5.0
2019 0.8 0.7 0.3 0.3 -0.2 1.1 0.6 0.1 -0.1 0.2 0.5 0.9 5.5
2018 0.8 -0.5 -0.7 0.1 0.3 -0.3 -0.1 0.1 -0.1 -1.5 -0.5 -0.9 -3.5
2017 0.5 0.9 -0.1 0.6 0.3 -0.1 0.3 0.0 0.3 0.8 -0.2 0.2 3.6
2016 -2.0 -0.3 1.1 0.2 0.5 -0.4 1.6 0.3 0.1 0.1 -0.4 1.0 1.6
2015 1.9 1.1 0.8 0.8 0.6 -2.1 0.6 -2.7 -1.6 2.0 0.1 -0.8 0.6
2014 -0.5 1.8 0.1 -0.1 1.3 0.5 0.2 1.2 0.0 -0.1 1.7 -0.5 5.6
2013 2.5 1.1 1.7 0.7 1.0 -2.3 2.0 -1.1 1.9 2.2 0.6 0.7 11.4
2012 2.8 1.3 -0.1 -0.2 -2.4 0.7 1.4 0.6 0.9 -0.3 1.2 1.2 7.3
2011 -0.8 1.2 -0.4 1.0 -0.7 -1.3 -0.3 -2.1 -2.9 3.2 -1.1 0.4 -4.1
2010 -0.6 0.3 2.1 0.9 -2.6 -0.7 1.2 -0.1 2.3 1.0 0.6 1.3 5.9
Download Index Return Series

Top Funds YTD

YTD
GAM Star Alpha Spectrum Discretionary 12.2
GAM Star Flexible Global Portfolio Discretionary 7.1
LFIS Vision UCITS - Perspective Strategy Discretionary 5.7
KLS Ionic Relative Value Arbitrage Fund Discretionary 5.0
Boussard & Gavaudan Absolute Return Discretionary 2.8
MontLake Advent Global Partners UCITS Discretionary 2.4
Janus Henderson Global Multi-Strategy Fund Discretionary 1.2
Fidelity Absolute Return Multi Strategy Discretionary 1.1
Amundi Absolute Return Multi-Strategy Discretionary 0.4
7IM Real Return Discretionary 0.3

Bottom Funds YTD

YTD
BNP Paribas Absolute Return Multi-Strategy Discretionary -8.1
RWC Diversified Return Fund Discretionary 0.2
7IM Real Return Discretionary 0.3
Amundi Absolute Return Multi-Strategy Discretionary 0.4
Fidelity Absolute Return Multi Strategy Discretionary 1.1
Janus Henderson Global Multi-Strategy Fund Discretionary 1.2
MontLake Advent Global Partners UCITS Discretionary 2.4
Boussard & Gavaudan Absolute Return Discretionary 2.8
KLS Ionic Relative Value Arbitrage Fund Discretionary 5.0
LFIS Vision UCITS - Perspective Strategy Discretionary 5.7

Largest Discretionary Funds

AUM
Amundi Absolute Return Multi-Str... £1.5b
Janus Henderson Global Multi-Str... £219m
MontLake Advent Global Partners ... £183m
Boussard & Gavaudan Absolute Return £178m
KLS Ionic Relative Value Arbitra... £176m

Largest Inflows (Q2'21 - Q2'20)

Change AUM
Janus Henderson Global Multi-Str... £204m £219m
KLS Ionic Relative Value Arbitra... £132m £176m
MontLake Advent Global Partners ... £129m £183m
Amundi Absolute Return Multi-Str... £86m £1.5b
7IM Real Return £9m £102m

Largest Outflows (Q2'21 - Q2'20)

Change AUM
Boussard & Gavaudan Absolute Return £-95m £178m
C-QUADRAT ARTS Total Return Garant £-60m £70m
Fidelity Absolute Return Multi S... £-44m £37m
BNP Paribas Absolute Return Mult... £-43m £139m
GAM Star Flexible Global Portfolio £-11m £93m

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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.