Equity Long / Short Conservative

Strategy Research, 06 Dec 2021

Index Research Funds

Sub Index - Equity Long / Short Conservative

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2023 1.7 -0.5 1.3
2022 -0.9 -0.5 0.1 -0.7 -0.9 -1.1 0.9 -0.3 -1.1 0.7 0.6 0.3 -2.8
2021 -1.3 2.0 0.7 1.2 0.0 0.2 0.0 0.5 -0.3 0.8 -0.8 0.6 3.5
2020 -0.1 -2.0 -3.1 2.3 0.4 1.1 0.9 1.0 -0.2 -0.2 2.6 1.9 4.8
2019 1.3 0.3 -0.1 0.4 -0.6 0.5 0.4 -0.2 -0.1 0.3 0.5 0.8 3.5
2018 1.0 -0.7 0.0 0.4 0.4 -0.3 0.1 -0.1 -0.3 -1.9 -0.8 -0.8 -3.0
2017 0.6 0.0 0.7 0.7 0.5 -0.2 0.6 0.1 0.4 0.4 -0.3 0.1 3.7
2016 -1.5 -0.9 0.2 -0.3 0.7 -1.1 0.8 0.3 0.5 -0.2 -0.4 0.8 -1.3
2015 1.0 1.1 0.6 0.1 1.0 -0.9 1.3 -0.7 -0.6 0.6 0.2 0.2 4.0
2014 0.3 1.5 -0.8 -0.9 0.7 0.1 -0.4 0.6 0.3 0.0 1.1 0.3 2.6
2013 1.8 0.8 0.8 -0.2 1.1 -0.3 1.8 -0.4 0.7 1.8 0.8 1.0 10.2
2012 1.2 1.4 0.6 0.1 -1.8 0.3 1.0 0.7 0.7 0.2 0.7 0.7 5.7
2011 -0.5 0.5 0.0 0.9 0.2 -0.3 -0.4 -1.7 -0.2 0.9 -0.8 0.4 -1.0
2010 -0.5 0.3 2.4 0.0 -2.2 -0.7 0.8 -0.1 1.3 1.1 0.2 1.8 4.5
Download Index Return Series

Top Funds YTD

YTD
Schroder GAIA Contour Tech Equity Conservative 9.7
MontLake Invenomic US Equity Long/Short UC... Conservative 9.2
Prosper Stars & Stripes Conservative 8.6
JMS AlphaCore One Conservative 5.4
Fidelity Absolute Return Asian Equity Conservative 5.4
Sanlam AI Managed Risk UCITS Conservative 5.0
Threadneedle Pan European Absolute Alpha Conservative 4.6
Threadneedle American Absolute Alpha Conservative 4.6
Schroder ISF European Alpha Absolute Return Conservative 4.5
Veritas Global Real Return Conservative 4.0

Bottom Funds YTD

YTD
Montlake Giano UCITS Conservative -4.4
UBS (Irl) Investor Selection - O'Connor Ch... Conservative -3.6
Iguana Investments Long/Short Equity Fund Conservative -2.7
Sanlam Enterprise Fund Conservative -2.5
Green Ash Chanos Equity Long / Short Conservative -2.5
IAM EJF Alpha Opportunities Conservative -2.2
Lumyna - MW TOPS UCITS Fund Conservative -2.0
Janus Henderson Horizon Pan European Absol... Conservative -1.6
Man GLG Innovation Equity Alternative Conservative -1.4
Heptagon Kettle Hill US L/S Equity Conservative -1.2

Largest New Launches (12M)

AUM
IAM Carrhae Capital UCITS £82m
Tages Selwood Equity Absolute Return UCITS Fund £48m
Green Ash Chanos Equity Long / Short £15m

Largest Conservative Funds

AUM
Eleva Absolute Return Europe £3.3b
Pictet TR Atlas £2.5b
Janus Henderson Absolute Return ... £2.1b
Lumyna - MW TOPS UCITS Fund £2.1b
Anima Star High Potential Europe £1.4b

Largest Inflows (Q4'22 - Q4'21)

Change AUM
Anima Star High Potential Europe £290m £1.4b
MontLake Invenomic US Equity Lon... £243m £300m
UBS (Irl) Investor Selection - O... £179m £332m
Carmignac Portfolio Long Short E... £168m £875m
Lazard European Alternative £162m £398m

Largest Outflows (Q4'22 - Q4'21)

Change AUM
BlackRock Emerging Companies Abs... £-488m £422m
Janus Henderson Absolute Return ... £-339m £2.1b
Man GLG Innovation Equity Altern... £-312m £183m
Jupiter UK Specialist Equity £-291m £125m
Pictet TR Atlas £-243m £2.5b

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