Multi Asset
AH Multi Asset UCITS Index
JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2022 | -3.0 | -0.5 | 0.3 | -2.1 | -0.8 | -3.5 | -9.3 | |||||||
2021 | -0.1 | 0.1 | 1.2 | 1.7 | 1.1 | 0.3 | 0.8 | 0.7 | -1.8 | 1.2 | -0.7 | 1.1 | 5.4 | |
2020 | 0.2 | -2.9 | -6.1 | 4.0 | 1.4 | 1.0 | 2.1 | 1.5 | -1.1 | -0.9 | 4.7 | 1.9 | 5.5 | |
2019 | 2.9 | 0.5 | 1.5 | 1.0 | -1.3 | 2.5 | 1.0 | 0.2 | 0.1 | 0.1 | 0.7 | 1.3 | 10.8 | |
2018 | 1.1 | -2.1 | -0.8 | 1.0 | 0.3 | -0.6 | 0.5 | -0.1 | -0.3 | -3.4 | -0.2 | -1.8 | -6.3 | |
2017 | 0.6 | 1.6 | 0.0 | 0.4 | 0.9 | -0.9 | 0.6 | 0.7 | -0.1 | 1.6 | 0.0 | 0.6 | 6.2 | |
2016 | -0.9 | 0.4 | 0.8 | -0.1 | 0.2 | 2.0 | 1.7 | 0.0 | 0.2 | -1.1 | -1.3 | 0.7 | 2.7 | |
2015 | 3.1 | 0.6 | 0.0 | -0.2 | -0.1 | -2.9 | 0.2 | -2.3 | -0.9 | 1.7 | 0.0 | -1.4 | -2.3 | |
2014 | -0.4 | 1.4 | -0.4 | 0.6 | 2.0 | 0.5 | 0.2 | 1.4 | -1.5 | -0.4 | 1.9 | -0.7 | 4.5 | |
2013 | 1.7 | 0.6 | 1.0 | 0.5 | -0.3 | -3.4 | 1.6 | -1.1 | 0.6 | 1.9 | -0.2 | -0.2 | 2.3 | |
2012 | 1.5 | 0.7 | -0.9 | -0.4 | -0.6 | 0.4 | 1.8 | 0.5 | 0.7 | -1.3 | 0.6 | 0.0 | 2.9 | |
2011 | -0.9 | 1.0 | -0.3 | 1.4 | 0.2 | -0.9 | 1.1 | -1.3 | -0.7 | 1.3 | -0.8 | 0.7 | 0.9 | |
2010 | 0.0 | 1.2 | 1.4 | 0.4 | -0.8 | 0.1 | 0.3 | 1.2 | 1.8 | 0.5 | -0.5 | 1.9 | 7.7 |
Top Funds YTD
Bottom Funds YTD
YTD | ||
---|---|---|
New Capital Strategic Portfolio | -28.5 | |
Man AHL Active Balanced | -18.8 | |
JK Global Opportunities Fund | -17.1 | |
Tungsten PARITON UI | -16.4 | |
Lyxor / Bridgewater All Weather Sustainabi... | -15.3 | |
Man AHL TargetRisk | -14.5 | |
Berenberg Variato | -14.3 | |
Seven Diversified Fund | -13.8 | |
AQR Global Risk Parity UCITS Fund | -13.3 | |
Lyxor ARMA 8 | -13.1 |
Strategy AUM
31 March 2022
£53.9b
4% YOY
Largest Multi Asset Funds
AUM | |
---|---|
DWS Concept Kaldemorgen | £11.0b |
Carmignac Patrimoine | £7.5b |
Trojan Fund | £6.4b |
Newton Real Return | £5.2b |
Ruffer Total Return International | £4.9b |
Largest Inflows (Q1'22 - Q1'21)
Change | AUM | |
---|---|---|
Ruffer Total Return International | £2.2b | £4.9b |
DWS Concept Kaldemorgen | £1.6b | £11.0b |
Trojan Fund | £1.1b | £6.4b |
Man AHL TargetRisk | £958m | £4.2b |
New Capital Strategic Portfolio | £177m | £586m |
Largest Outflows (Q1'22 - Q1'21)
Change | AUM | |
---|---|---|
Carmignac Patrimoine | £-2,332m | £7.5b |
M&G Dynamic Allocation Fund | £-721m | £2.0b |
GMO Global Real Return UCITS | £-439m | £1.1b |
Man AHL Active Balanced | £-423m | £560m |
Newton Real Return | £-249m | £5.2b |