Updated 9 days ago

Alternative UCITS: Annual Review 2020

Performance for the alternative UCITS universe as a whole was positive in 2020, with the AH Global UCITS index gaining 2.3%. Almost 70% of the funds we track on our database posted a positive absolute return for the year, whilst a number of 'all-weather' funds were able to deliver positive returns in all four quarters of 2020.

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Updated 2 days ago

Quarterly Fund AUM Report - December 2020

Our quarterly AUM report highlights the funds seeing the largest AUM changes in each strategy. Featured funds this quarter include: BlackRock Global Event Driven, Nordea 1 Alpha 10, Ruffer Total Return, H2O Adagio, LFIS Vision UCITS Premia and the JPM Global Macro Opportunities fund.

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Top Funds Last 30 Days

1M
Odey Swan Equity Long / Short 22.1
LF Brook Absolute Return Equity Long / Short 19.3
Algebris Financial Equity Fund Equity Long / Short 13.3
Arcus Japan Long/Short Equity Long / Short 12.5
Liontrust GF European Strategic Equity Equity Long / Short 11.3
Odey Odyssey Macro 11.2
Majedie Tortoise Equity Long / Short 9.6
LF Brook European Focus Absolute Return Equity Long / Short 9.1
BANOR SICAV Mistral Long Short Equity Equity Long / Short 8.9
Montlake Tosca UCITS Equity Long / Short 8.4

Top Funds Year to Date

YTD
Odey Swan Equity Long / Short 23.6
Arcus Japan Long/Short Equity Long / Short 17.0
Hadron Alpha Select UCITS Event Driven 14.3
Odey Special Situations Equity Long / Short 14.1
Algebris Financial Equity Fund Equity Long / Short 13.7
Majedie Tortoise Equity Long / Short 12.9
KLS Ionic Relative Value Arbitrage Fund Multi Strategy 12.5
BANOR SICAV Greater China Equity Equity Long / Short 11.8
Lupus Alpha All Opportunities Fund (C) Equity Long / Short 11.4
LO Funds - Commodity Risk Premia Commodities 10.6

Largest New Launches (12M)

AUM
Ambienta X Alpha Equity Long / Short £357m
CIFC Long/Short Credit Fund Credit £235m
MontLake SHARP UCITS Fund Multi Asset £125m
Fulcrum Equity Dispersion Fund Volatility Arbitrage £118m
Pictet TR Aquila Market Neutral £118m
BNP Paribas Environmental Absolute Return Thema... Equity Long / Short £103m
Fulcrum Thematic Equity Market Neutral Market Neutral £96m
Brummer Multi Strategy UCITS Multi Strategy £95m

New Fund Profiles
Carmignac Portfolio Alpha Themes
Uploaded 3 days
Natixis - Loomis Sayles Alternative Risk Premia
Uploaded 4 days
AERA Fund SICAV Global Asset Strategy
Uploaded 4 days
Alkimis Capital UCITS
Uploaded 5 days
BDLCM Funds - Durandal
Uploaded 5 days
BDLCM Funds - Rempart
Uploaded 5 days
BlackRock SF Global Equity Absolute Return
Uploaded 9 days
Waverton Absolute Return
Uploaded 11 days

UCITS Universe AUM

31 December 2020
£208.7b -5% YOY

Strategy

Funds AUM
Equity Long / Short 165 27%
Multi Strategy 87 14%
Credit 86 14%
Market Neutral 68 11%
Macro 67 11%
Managed Futures 42 7%
Multi Asset 37 6%
Event Driven 32 5%
Volatility Arbitrage 16 3%
FX 6 1%
Commodities 5 1%
Macro £41.8b 20%
Multi Asset £38.5b 19%
Equity Long / Short £34.4b 17%
Credit £31.0b 15%
Multi Strategy £24.0b 12%
Market Neutral £13.8b 7%
Event Driven £10.7b 5%
Managed Futures £5.4b 3%
Volatility Arbitrage £4.6b 2%
FX £1.1b 1%
Commodities £473m 0%

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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.