Updated 17 days ago

Strategy Research: Multi-Strategy

In this research paper we review the UCITS Multi-Strategy universe in its entirety, and based upon our understanding of the underlying funds further divide this universe into three main cohorts, we then go on to review and identify trends in performance and asset flows

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Updated about 2 months ago

Strategy Update: Market Neutral

In this research report we examine the evolution of the universe and where it stands today, highlighting the wide range of options available.


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Updated 3 months 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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Top Funds Last 30 Days

1M
AQR Systematic Total Return UCITS Multi Strategy 7.9
Schroder GAIA BlueTrend Managed Futures 7.7
LO Funds - Commodity Risk Premia Commodities 6.7
LF Brook Absolute Return Equity Long / Short 6.5
Wells Fargo Global Long/Short Equity Fund Equity Long / Short 6.3
AQR Delphi Long-Short Equity Strategy UCITS Equity Long / Short 5.8
Artemis Strategic Assets Macro 5.2
Liontrust GF European Strategic Equity Equity Long / Short 5.2
RAM (LUX) Systematic Funds Long/Short Glob... Market Neutral 5.1
Franklin K2 Chilton Equity Long Short UCIT... Equity Long / Short 4.9

Top Funds Year to Date

YTD
Odey Swan Equity Long / Short 34.7
AQR Systematic Total Return UCITS Multi Strategy 25.6
Algebris Financial Equity Fund Equity Long / Short 25.0
Arcus Japan Long/Short Equity Long / Short 24.8
Liontrust GF European Strategic Equity Equity Long / Short 20.6
RAM (LUX) Systematic Funds Long/Short Glob... Market Neutral 19.1
AQR Style Premia UCITS Multi Strategy 18.5
Fiera OAKS Emerging and Frontier Opportuni... Equity Long / Short 17.7
Finlabo Dynamic US Equity Equity Long / Short 17.5
LF Brook Absolute Return Equity Long / Short 16.6

Largest New Launches (12M)

AUM
BNP Paribas Environmental Absolute Return Thema... Equity Long / Short £351m
CIFC Long/Short Credit Fund Credit £283m
Fulcrum Thematic Equity Market Neutral Market Neutral £232m
Pictet TR Aquila Market Neutral £160m
Janus Henderson Global Multi-Strategy Fund Multi Strategy £139m
KLS Ionic Relative Value Arbitrage Fund Multi Strategy £135m
MontLake SHARP UCITS Fund Multi Asset £125m
Fulcrum Equity Dispersion Fund Volatility Arbitrage £122m

New Fund Profiles
KLS Athos Event Driven
Uploaded 16 Apr 2021
Ninety One Global Macro Allocation
Uploaded 01 Apr 2021
Goldman Sachs Strategic Macro Bond
Uploaded 01 Apr 2021
Fidelity Absolute Return Global Fixed Income
Uploaded 01 Apr 2021
Fidelity Absolute Return Global Equity
Uploaded 01 Apr 2021
IAM O’Connor Event Driven UCITS
Uploaded 18 Mar 2021
Carmignac Portfolio Alpha Themes
Uploaded 24 Feb 2021
Natixis - Loomis Sayles Alternative Risk Premia
Uploaded 23 Feb 2021

UCITS Universe AUM

31 March 2021
£209.2b 6% YOY

Strategy

Funds AUM
Equity Long / Short 162 27%
Credit 87 14%
Multi Strategy 85 14%
Macro 68 11%
Market Neutral 65 11%
Managed Futures 41 7%
Multi Asset 36 6%
Event Driven 32 5%
Volatility Arbitrage 16 3%
Commodities 5 1%
FX 4 1%
Macro £38.6b 19%
Multi Asset £37.2b 18%
Equity Long / Short £35.0b 17%
Credit £32.0b 16%
Multi Strategy £24.7b 12%
Market Neutral £14.1b 7%
Event Driven £11.6b 6%
Managed Futures £6.3b 3%
Volatility Arbitrage £4.8b 2%
FX £834m 0%
Commodities £456m 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.