Monthly Fund Performance Report - April 2019

Our monthly performance report highlights the ten best and worst performing funds in each strategy, both for the prior month and the year to date. Featured funds this month include:

BANOR SICAV North America Long Short Equity
Polar Capital Global Absolute Return
Muzinich European Credit Alpha
Allianz Event Driven Strategy

For the full report, please download below:

Alternative UCITS Quarterly Report: Q1 2019

After a year to forget, 2019 has started in a much more positive vein, with the AH Global UCITS Index up 2.2% during the first quarter. Despite some strong patches, overall AUM has declined to £249.5bn, down on the previous quarter (-3.9% from £259.5bn). Macro funds saw a significant drop in overall AUM, with several of the large multi-asset macro funds witnessing the largest outflows. Having endured a challenging period, the alternative UCITS space has bounced back strongly and remains in good health. We continue to identify strong demand from both allocators and managers for UCITS vehicles and also identify a strong pipeline of new launches which should be entering the space over the coming months.

Monthly Fund Performance Report - March 2019

Our monthly performance report highlights the ten best and worst performing funds in each strategy, both for the prior month and the year to date. Featured funds this month include:

BANOR SICAV Greater China Equity
Man AHL Trend Alternative
DB Platinum Quantica Managed Futures Focus
Graham Tactical Trend UCITS
Cyril Systematic
Schroder GAIA BlueTrend

For the full report, please download below:

Odey Opportunity

A defensive, global long-only multi-asset fund run by Geoff Marson. The strategy allocates between direct equities, equity indices, credit, government bonds, currencies and gold. The fund uses a barbell strategy between safety and return seeking assets, allocating actively and dynamically over the cycle. The portfolio comprises c.50 holdings, blending a top-down macro focus, with bottom up security selection driven by company meetings and the 15+ analysts at Odey. Performance since inception has been steady, annualising at 4.5% with a volatility of 6.5%.