Equity Long / Short Conservative

Strategy Research, 13 Nov 2020

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 0.4 1.1 0.9 1.0 -0.2 -0.2 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
InRIS Prentice Conservative 36.2
Prosper Stars & Stripes Conservative 33.6
DECALIA Muse Conservative 27.7
Schroder GAIA Contour Tech Equity Conservative 25.5
Heptagon Kettle Hill US L/S Equity Conservative 24.0
GAM Star Alpha Technology Conservative 22.7
Man GLG US Absolute Alpha Conservative 18.3
IAM Black and White Innovation UCITS Fund Conservative 17.7
Man GLG Innovation Equity Alternative Conservative 16.0
Carmignac Portfolio Long-Short Global Equi... Conservative 15.7

Bottom Funds YTD

YTD
BlackRock Emerging Markets Absolute Return Conservative -23.7
Jupiter Global Absolute Return (Lux) Conservative -21.0
Jupiter Absolute Return (UK) Conservative -20.6
Maverick Fundamental Quant UCITS Conservative -18.7
Charlemagne OAKS Emerging and Frontier Opp... Conservative -15.3
Legg Mason Martin Currie European Absolute... Conservative -10.4
Protea Crawford Lake US Equities Fund Conservative -9.7
AQS UCITS Absolute Return European Equity Conservative -9.0
Amundi Absolute Return European Equity Conservative -8.5
Threadneedle UK Absolute Alpha Conservative -8.0

Largest New Launches (12M)

AUM
IAM Black and White Innovation UCITS Fund £84m
BNP Paribas Environmental Absolute Return Thema... £71m
Lyxor / Bluescale Global Equity Alpha Fund £58m
Man GLG US Absolute Alpha £21m
Fidelity Absolute Return Asian Equity £4m

Largest Conservative Funds

AUM
Janus Henderson United Kingdom A... £2.4b
Blackrock European Absolute Return £2.0b
Eleva Absolute Return Europe £2.0b
Janus Henderson UK Absolute Return £1.4b
Marshall Wace - MW TOPS UCITS £1.3b

Largest Inflows (Q3'20 - Q3'19)

Change AUM
Eleva Absolute Return Europe £910m £2.0b
Blackrock European Absolute Return £602m £2.0b
BlackRock Emerging Companies Abs... £437m £773m
Lyxor / Sandler US Equity £407m £995m
BlackRock European Absolute Alpha £300m £504m

Largest Outflows (Q3'20 - Q3'19)

Change AUM
Jupiter Absolute Return (UK) £-1,045m £218m
Majedie Tortoise £-388m £365m
Janus Henderson UK Absolute Return £-375m £1.4b
Marshall Wace - MW TOPS UCITS £-346m £1.3b
LO Funds - Fundamental Equity Lo... £-275m £105m

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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.