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 -5.1
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
Lyxor / Sandler US Equity Conservative 12.2
Schroder GAIA Contour Tech Equity Conservative 9.4
TM Sanditon UK Select Conservative 6.0
BlackRock Asia Pacific Absolute Return Conservative 4.7
Blackrock European Absolute Return Conservative 3.6
BlackRock European Absolute Alpha Conservative 3.6
MontLake Cooper Creek Partners North Ameri... Conservative 2.7
MontLake Chelodina UCITS Conservative 2.4
Carmignac Portfolio Long-Short Global Equi... Conservative 2.3
Anima Star High Potential Europe Conservative 2.1

Bottom Funds YTD

YTD
Charlemagne OAKS Emerging and Frontier Opp... Conservative -31.2
KLS Lomas US Equity Long Short Conservative -15.4
Boston Partners Global Long/Short Conservative -15.3
Legg Mason Martin Currie European Absolute... Conservative -15.2
Maverick Fundamental Quant UCITS Conservative -15.0
Majedie Tortoise Conservative -14.0
IAM EJF Alpha Opportunities Conservative -12.9
Sanlam Managed Risk UCITS Conservative -11.4
Jupiter Global Absolute Return (Lux) Conservative -11.2
BlackRock Emerging Markets Absolute Return Conservative -11.1

Largest New Launches (12M)

AUM
MontLake Chelodina UCITS £17m
InRIS Prentice £12m

Largest Conservative Funds

AUM
Janus Henderson United Kingdom A... £2.6b
Marshall Wace - MW TOPS UCITS £1.7b
Janus Henderson UK Absolute Return £1.6b
Eleva Absolute Return Europe £1.3b
Blackrock European Absolute Return £1.2b

Largest Inflows (Q4'19 - Q4'18)

Change AUM
Eleva Absolute Return Europe £775m £1.3b
BlackRock UK Emerging Companies ... £347m £488m
BlackRock European Absolute Alpha £171m £232m
KLS Lomas US Equity Long Short £141m £163m
BlackRock UK Equity Absolute Return £94m £139m

Largest Outflows (Q4'19 - Q4'18)

Change AUM
Janus Henderson UK Absolute Return £-676m £1.6b
Janus Henderson United Kingdom A... £-565m £2.6b
Blackrock European Absolute Return £-525m £1.2b
Majedie Tortoise £-439m £694m
Carmignac Portfolio Long Short E... £-419m £312m

or Register for Free

  • Access the full universe of UCITS Hedge Funds and Absolute Return Funds.
  • Build and curate a watchlist.
  • View the latest research.
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.