Equity Long / Short Conservative

Strategy Research, 06 Dec 2021

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 0.0 0.2 0.0 0.5 -0.3 0.8 -0.8 0.6 3.5
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
MontLake Invenomic US Equity Long/Short UC... Conservative 12.5
BlackRock Emerging Markets Absolute Return Conservative 6.7
Schroder GAIA Contour Tech Equity Conservative 2.7
BlackRock Asia Pacific Absolute Return Conservative 2.6
Schroder ISF European Alpha Absolute Return Conservative 1.7
Schroder UK Dynamic Absolute Return Conservative 1.7
Heptagon Kettle Hill US L/S Equity Conservative 1.3
BlackRock UK Equity Absolute Return Conservative 1.3
Lupus Alpha All Opportunities Fund (C) Conservative 1.2
BlackRock UK Absolute Alpha Conservative 1.1

Bottom Funds YTD

YTD
BlackRock Emerging Companies Absolute Return Conservative -11.1
BlackRock European Absolute Return Fund Conservative -4.8
MS INV Liquid Alpha Capture Fund Conservative -4.7
Protea Crawford Lake US Equities Fund Conservative -4.7
BlackRock European Absolute Alpha Fund Conservative -4.7
Wellington US Equity Long-Short Fund Conservative -4.3
Man GLG RI Global Sustainable Growth Alter... Conservative -3.8
Jupiter Absolute Return (UK) Conservative -3.5
Lyxor / Bluescale Global Equity Alpha Fund Conservative -3.1
Prosper Stars & Stripes Conservative -3.0

Largest New Launches (12M)

AUM
UBS (Irl) Investor Selection - O'Connor China L... £154m
PrivilEdge - Atlas Impact £71m
MontLake Invenomic US Equity Long/Short UCITS Fund £57m
HI BennBridge EM Absolute Return Fund £22m
Man GLG RI Global Sustainable Growth Alternative £16m

Largest Conservative Funds

AUM
Eleva Absolute Return Europe £3.3b
Pictet TR Atlas £2.7b
Janus Henderson Absolute Return ... £2.5b
Marshall Wace - TOPS UCITS £2.0b
Janus Henderson Absolute Return ... £1.5b

Largest Inflows (Q3'21 - Q3'20)

Change AUM
Pictet TR Atlas £1.9b £2.7b
Pictet TR Atlas £1.5b £2.7b
Eleva Absolute Return Europe £1.2b £3.3b
Eleva Absolute Return Europe £879m £3.3b
Carmignac Portfolio Long Short E... £352m £707m

Largest Outflows (Q3'21 - Q3'20)

Change AUM
BlackRock European Absolute Retu... £-767m £1.4b
BlackRock European Absolute Retu... £-717m £1.4b
Artemis US Absolute Return £-244m £46m
Man GLG European Mid-Cap Equity ... £-237m £76m
Artemis US Absolute Return £-200m £46m

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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.