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
2019 1.3 0.3 -0.1 0.4 -0.6 0.5 0.4 -0.2 -0.1 0.3 0.6 2.7
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
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Top Funds YTD

YTD
Threadneedle Pan European Absolute Alpha Conservative 20.3
DECALIA Muse Conservative 17.8
Liontrust GF European Strategic Equity Conservative 17.2
Veritas Global Real Return Conservative 13.7
Alma Apis Global Long / Short Equity Fund Conservative 13.6
Charlemagne OAKS Emerging and Frontier Opportunities... Conservative 12.9
Wellington Global Health Care Long-Short Fund Conservative 12.8
UBS Global Equity Long-Short Fund Conservative 12.7
GAM Star Alpha Technology Conservative 12.5
BlackRock UK Emerging Companies Absolute Return Conservative 12.3

Bottom Funds YTD

YTD
Jupiter Global Levered Absolute Return Conservative -13.2
Montlake Giano UCITS Conservative -10.1
Jupiter Absolute Return (UK) Conservative -7.1
Schroder ISF European Alpha Absolute Return Conservative -6.7
Majedie Tortoise Conservative -6.6
Carmignac Portfolio Long-Short Global Equities Conservative -6.0
Jupiter Global Absolute Return (Lux) Conservative -5.9
Trium Morphic ESG L/S Fund Conservative -5.7
TM Sanditon European Select Conservative -5.6
RWC US Absolute Alpha Conservative -4.2

Largest New Launches (12M)

AUM
SEB Bodenholm Absolute Return £289m
Carmignac Portfolio Long-Short Global Equities £49m
Neuberger Berman Absolute Alpha £34m
Prosper Stars & Stripes £26m
Thornburg Long/Short Equity UCITS £22m

Largest Conservative Funds

AUM
Janus Henderson United Kingdom A... £2.7b
Janus Henderson UK Absolute Return £1.8b
Blackrock European Absolute Return £1.4b
Jupiter Absolute Return (UK) £1.3b
Eleva Absolute Return Europe £1.1b

Largest Inflows (Q3'19 - Q3'18)

Change AUM
Eleva Absolute Return Europe £692m £1.1b
Blackrock European Absolute Return £225m £1.4b
BlackRock European Absolute Alpha £148m £204m
Lyxor / Sandler US Equity £135m £588m
KLS Lomas US Equity Long Short £126m £148m

Largest Outflows (Q3'19 - Q3'18)

Change AUM
BNY Mellon Absolute Return Equity £-1,596m £480m
Janus Henderson United Kingdom A... £-1,359m £2.7b
DNCA Invest - Miuri £-923m £310m
DNCA Invest - Velador £-843m £146m
Janus Henderson UK Absolute Return £-769m £1.8b

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