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
2022 -0.9 -0.5 0.1 -0.7 -0.9 -1.1 0.9 -0.3 -1.1 0.7 0.6 -3.1
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 36.1
MontLake Cooper Creek Partners North Ameri... Conservative 29.1
BlackRock Asia Pacific Diversified Equity ... Conservative 10.0
BlackRock UK Equity Absolute Return Conservative 7.0
Lumyna - MW TOPS UCITS Fund Conservative 6.9
UBS Global Equity Long-Short Fund Conservative 6.7
BlackRock UK Absolute Alpha Conservative 5.8
BlackRock Asia Pacific Absolute Return Conservative 4.5
Lazard European Alternative Conservative 2.8
UBS (Irl) Investor Selection - O'Connor Ch... Conservative 1.7

Bottom Funds YTD

YTD
BlackRock Emerging Companies Absolute Return Conservative -20.2
Montlake Giano UCITS Conservative -17.4
Solanas ESG Sustainability UCITS Fund Conservative -17.3
Schroder GAIA Contour Tech Equity Conservative -11.2
Lyxor / Bluescale Global Equity Alpha Fund Conservative -10.5
PrivilEdge - Atlas Impact Conservative -9.7
Prosper Stars & Stripes Conservative -9.1
Pictet TR Atlas Titan Conservative -9.0
MS INV Liquid Alpha Capture Fund Conservative -8.1
IAM EJF Alpha Opportunities Conservative -8.1

Largest New Launches (12M)

AUM
U Access (IRL) Bain Capital Global Equity LS Su... £119m
IAM Carrhae Capital UCITS £90m
Tages Selwood Equity Absolute Return UCITS Fund £35m

Largest Conservative Funds

AUM
Eleva Absolute Return Europe £3.3b
Pictet TR Atlas £2.7b
Lumyna - MW TOPS UCITS Fund £2.2b
Janus Henderson Absolute Return ... £2.2b
BlackRock European Absolute Retu... £1.4b

Largest Inflows (Q3'22 - Q3'21)

Change AUM
Pictet TR Atlas £502m £2.7b
Eleva Absolute Return Europe £458m £3.3b
Carmignac Portfolio Long Short E... £450m £997m
Anima Star High Potential Europe £367m £1.3b
MontLake Invenomic US Equity Lon... £181m £208m

Largest Outflows (Q3'22 - Q3'21)

Change AUM
Janus Henderson Absolute Return ... £-439m £2.2b
BlackRock Emerging Companies Abs... £-389m £487m
Merian UK Specialist Equity £-266m £164m
Man GLG Innovation Equity Altern... £-206m £334m
Janus Henderson Absolute Return ... £-169m £1.3b

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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.