Equity Long / Short Conservative

Strategy Research, 17 Dec 2013

Index Research Funds

Sub Index - Equity Long / Short Conservative

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2020 -0.1 -2.0 -3.1 2.3 0.5 -2.4
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 20.2
InRIS Prentice Conservative 13.6
DECALIA Muse Conservative 11.3
Prosper Stars & Stripes Conservative 11.2
Man GLG US Absolute Alpha Conservative 10.6
MontLake Cooper Creek Partners North Ameri... Conservative 8.7
TT European Opportunities Long/Short Fund Conservative 8.1
Lyxor / Sandler US Equity Conservative 8.0
Blackrock European Absolute Return Conservative 7.8
Anima Star High Potential Europe Conservative 7.8

Bottom Funds YTD

YTD
Charlemagne OAKS Emerging and Frontier Opp... Conservative -25.0
BlackRock Emerging Markets Absolute Return Conservative -19.0
Maverick Fundamental Quant UCITS Conservative -16.6
Protea Crawford Lake US Equities Fund Conservative -15.8
Jupiter Global Absolute Return (Lux) Conservative -15.2
KLS Lomas US Equity Long Short Conservative -15.1
Jupiter Absolute Return (UK) Conservative -14.2
Legg Mason Martin Currie European Absolute... Conservative -11.6
IAM EJF Alpha Opportunities Conservative -10.3
Anima Star High Potential Italy Conservative -9.4

Largest New Launches (12M)

AUM
IAM Black and White Innovation UCITS Fund £65m
MontLake Chelodina UCITS £41m
InRIS Prentice £19m

Largest Conservative Funds

AUM
Janus Henderson United Kingdom A... £2.3b
Marshall Wace - MW TOPS UCITS £1.7b
Janus Henderson UK Absolute Return £1.5b
Eleva Absolute Return Europe £1.4b
Blackrock European Absolute Return £1.1b

Largest Inflows (Q1'20 - Q1'19)

Change AUM
Eleva Absolute Return Europe £651m £1.4b
BlackRock UK Emerging Companies ... £428m £572m
Lyxor / Sandler US Equity £221m £712m
BlackRock European Absolute Alpha £171m £263m
KLS Lomas US Equity Long Short £114m £131m

Largest Outflows (Q1'20 - Q1'19)

Change AUM
Jupiter Absolute Return (UK) £-996m £463m
Majedie Tortoise £-708m £350m
Janus Henderson UK Absolute Return £-691m £1.5b
Janus Henderson United Kingdom A... £-559m £2.3b
Blackrock European Absolute Return £-384m £1.1b

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