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 -0.1
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
Schroder GAIA Contour Tech Equity Conservative 7.7
DECALIA Muse Conservative 7.1
Neuberger Berman Absolute Alpha Conservative 6.6
Veritas Global Real Return Conservative 5.6
Jupiter Europa Conservative 5.4
Legg Mason Martin Currie European Absolute... Conservative 4.8
BlackRock UK Emerging Companies Absolute R... Conservative 4.7
GAM Star (Lux) - Financials Alpha Conservative 4.2
Wellington US Equity Long-Short Fund Conservative 3.7
Blackrock European Absolute Return Conservative 3.5

Bottom Funds YTD

YTD
Jupiter Global Absolute Return (Lux) Conservative -13.5
Jupiter Absolute Return (UK) Conservative -12.5
BlackRock Emerging Markets Absolute Return Conservative -6.5
Majedie Tortoise Conservative -4.6
Maverick Fundamental Quant UCITS Conservative -4.0
Boston Partners Global Long/Short Conservative -4.0
BlackRock Asia Pacific Diversified Equity ... Conservative -4.0
Montlake Giano UCITS Conservative -2.9
Artemis Pan European Absolute Return Conservative -2.8
UBS Global Equity Long-Short Fund Conservative -2.8

Largest New Launches (12M)

AUM
SEB Bodenholm Absolute Return £289m
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

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