Monthly Fund Performance Report - June 2018

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:

H2O Multi Returns
Veritas Global Real Return
AQR Style Premia
Henderson Horizon China
Lyxor Tiedemann Arbitrage Strategy

For the full report, please download below:

Schroder UK Dynamic Absolute Return

The Schroder UK Dynamic Absolute Return fund was launched in UCITS in September 2009, having been run in offshore format since 2005. Since inception, the strategy has been run by Paul Marriage (and John Warren since 2010), initially in house at Cazenove/Schroders, but since October 2017 at their new company, Tellworth Investments (a BennBridge boutique). The fund is a UK equity long/short strategy with a fundamental approach to stock picking, primarily focussed on small and mid-cap UK companies. Since its inception, the fund has strong risk-adjusted returns, while also exhibiting low correlation and beta to the wider UK equity market in which it invests.

Monthly Fund Performance Report - May 2018

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:

Schroder GAIA Contour Tech Equity
Polar Capital UK Absolute Equity
U Access Trend Macro
Aspect Diversified Trends
Ardevora UK Equity

For the full report, please download below:

Tail Hedging Strategies - May 2018 Update

Having published a full review of Tail Hedging Strategies in November 2017, in this update we examine the performance of the identified funds during the sharp pullback in equities and spike in volatility witnessed through February and March of this year. As we illustrate, some ‘tail hedge’ funds delivered as may be expected, however many did not, further highlighting the issues that must be considered when looking at protective strategies.