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
2021 -1.3 2.0 0.7 1.2 2.6
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
BlackRock Asia Pacific Diversified Equity ... Conservative 16.5
Lupus Alpha All Opportunities Fund (C) Conservative 15.4
BlackRock Emerging Markets Absolute Return Conservative 11.5
IAM EJF Alpha Opportunities Conservative 10.1
HI EMIM Africa Fund Conservative 9.6
Prosper Stars & Stripes Conservative 8.8
Portland Hill European Long Short (UCITS) Conservative 8.3
BlackRock Global Long/Short Equity (Lux) Conservative 7.8
JMS AlphaCore One Conservative 7.7
Pictet TR Atlas Titan Conservative 7.7

Bottom Funds YTD

YTD
Carmignac Portfolio Long-Short Global Equi... Conservative -13.3
IAM Black and White Innovation UCITS Fund Conservative -6.1
Lyxor / Bluescale Global Equity Alpha Fund Conservative -6.1
MontLake Cooper Creek Partners North Ameri... Conservative -4.9
Fidelity Absolute Return Asian Equity Conservative -4.8
Merian UK Specialist Equity Conservative -2.8
Allianz Japan Equity Long Short Strategy Conservative -2.7
GAM Star (Lux) - European Alpha Conservative -2.2
Amundi Absolute Return European Equity Conservative -1.8
BlackRock European Absolute Alpha Conservative -1.5

Largest New Launches (12M)

AUM
Pictet TR Atlas Titan £110m
LandseerAM European Equity Focus Long/Short Fund £76m

Largest Conservative Funds

AUM
Eleva Absolute Return Europe £2.4b
Janus Henderson United Kingdom A... £2.3b
Marshall Wace - TOPS UCITS £1.9b
Janus Henderson UK Absolute Return £1.4b
BlackRock European Absolute Return £1.4b

Largest Inflows (Q1'21 - Q1'20)

Change AUM
Eleva Absolute Return Europe £996m £2.4b
Pictet TR Atlas £780m £1.3b
BlackRock European Absolute Alpha £345m £608m
Man GLG Innovation Equity Altern... £285m £637m
BlackRock European Absolute Return £257m £1.4b

Largest Outflows (Q1'21 - Q1'20)

Change AUM
Jupiter Absolute Return (UK) £-377m £86m
Artemis US Absolute Return £-187m £243m
Man GLG European Mid-Cap Equity ... £-172m £193m
Schroder UK Dynamic Absolute Return £-160m £152m
Janus Henderson UK Absolute Return £-112m £1.4b

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