Updated 7 days ago

Third Party UCITS Platforms - 2019 Update

The UCITS platform landscape continues to evolve, with 2019 another year of significant change. Lyxor have grown their platform to be the largest alternative UCITS platform with AUM of $5bn. Overall platform hosted AUM is sitting at $30.9bn, a reduction from last year’s figure of $32.4bn.

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Updated 24 days ago

Monthly Fund Performance Report - December 2019

The result of the UK election saw some sharp moves for funds with exposure to UK assets. This capped a generally good year for the alternative UCITS sector, with the AH Global Index gaining almost 5%. As always, performance dispersion was high with 80% separating the top and bottom funds.

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Updated about 1 month ago

London: Equity Long Short UCITS Conference

Our flagship equity strategies conference will take place on the 5th February at the Four Seasons Hotel, Park Lane, London. On the day you will see a mix of discretionary and systematic, traditional long/short and market neutral equity strategies, with panel discussions and breakout meetings to follow.

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Top Funds Last 30 Days

1M
Odey Special Situations Equity Long / Short 9.2
DWS Gold Plus Commodities 5.4
Polar Capital UK Absolute Equity Equity Long / Short 5.3
Linden Core Fund 2X Managed Futures 5.1
Alger SICAV - Alger Dynamic Opportunities ... Equity Long / Short 4.6
Incline Global Long/Short Equity UCITS Equity Long / Short 4.5
InRIS Perdurance Market Neutral Market Neutral 4.0
FORT Global UCITS Futures Managed Futures 3.9
UBS Equity Opportunity Long Short Equity Long / Short 3.8
JK Global Opportunities Fund Multi Asset 3.8

Top Funds Year to Date

YTD
Odey Special Situations Equity Long / Short 7.9
DWS Gold Plus Commodities 5.9
Progressive Tulip Trend UCITS Managed Futures 5.2
Alger SICAV - Alger Dynamic Opportunities ... Equity Long / Short 5.0
Linden Core Fund 2X Managed Futures 4.9
Incline Global Long/Short Equity UCITS Equity Long / Short 4.8
LGT Crown Managed Futures UCITS Managed Futures 4.6
UBS Equity Opportunity Long Short Equity Long / Short 4.4
FORT Global UCITS Futures Managed Futures 4.2
Jupiter International Financials Equity Long / Short 4.1

Largest New Launches (12M)

AUM
Lyxor / Bridgewater Core Global Macro Macro £853m
JPM Global Macro Sustainable Macro £448m
Lumyna - Sandbar Global Equity Market Neutral U... Market Neutral £400m
ASI HFRI-I Liquid Alternatives UCITS Fund Multi Strategy £398m
SEB Bodenholm Absolute Return Equity Long / Short £289m
AXA World Funds - Chorus Systematic Macro Macro £156m
Franklin K2 Bardin Hill Arbitrage UCITS Fund Event Driven £98m
U Access (IRL) Shannon River Equity Long / Short £93m

New Fund Profiles
AXA World Funds - Chorus Systematic Macro
Uploaded 7 days
Acadian Multi-Asset Absolute Return
Uploaded 8 days
Cheyne Convertibles Absolute Return Fund
Uploaded 12 days
PGIM QMAW Keynes Systematic Absolute Return
Uploaded 12 days
IAM Black and White Innovation UCITS Fund
Uploaded 12 days
Laffitte Dynamic Strategies UCITS
Uploaded 20 Dec 2019
Laffitte Risk Arbitrage UCITS
Uploaded 20 Dec 2019
Insight - BNY Mellon Absolute Return Global Con...
Uploaded 18 Dec 2019

UCITS Universe AUM

30 September 2019
£235.5b -18% YOY

Strategy

Funds AUM
Equity Long / Short 183 31%
Credit 75 13%
Macro 72 12%
Market Neutral 63 11%
Multi Strategy 63 11%
Managed Futures 45 8%
Event Driven 37 6%
Multi Asset 34 6%
Volatility Arbitrage 16 3%
FX 7 1%
Commodities 5 1%
Macro £50.9b 24%
Multi Asset £38.7b 18%
Equity Long / Short £34.7b 16%
Credit £29.5b 14%
Multi Strategy £22.4b 10%
Market Neutral £16.3b 8%
Event Driven £11.4b 5%
Managed Futures £6.2b 3%
Volatility Arbitrage £4.3b 2%
FX £900m 0%
Commodities £325m 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.