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
2020 -0.1 -2.0 -3.1 2.3 0.4 1.1 0.9 1.0 0.6
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
Schroder GAIA Contour Tech Equity Conservative 26.3
DECALIA Muse Conservative 21.0
InRIS Prentice Conservative 20.2
Man GLG US Absolute Alpha Conservative 15.9
Prosper Stars & Stripes Conservative 14.0
Merian UK Specialist Equity Conservative 13.9
Heptagon Kettle Hill US L/S Equity Conservative 12.0
BlackRock European Absolute Alpha Conservative 11.4
Blackrock European Absolute Return Conservative 11.3
Wellington US Equity Long-Short Fund Conservative 11.3

Bottom Funds YTD

YTD
Charlemagne OAKS Emerging and Frontier Opp... Conservative -24.0
BlackRock Emerging Markets Absolute Return Conservative -23.9
Jupiter Global Absolute Return (Lux) Conservative -20.7
Jupiter Absolute Return (UK) Conservative -20.0
Maverick Fundamental Quant UCITS Conservative -17.3
Protea Crawford Lake US Equities Fund Conservative -11.8
Schroder UK Dynamic Absolute Return Conservative -11.1
Threadneedle UK Absolute Alpha Conservative -10.2
Legg Mason Martin Currie European Absolute... Conservative -9.8
IAM EJF Alpha Opportunities Conservative -9.8

Largest New Launches (12M)

AUM
IAM Black and White Innovation UCITS Fund £78m
MontLake Chelodina UCITS £71m
TT European Opportunities Long/Short Fund £23m
Man GLG US Absolute Alpha £20m
Fidelity Absolute Return Asian Equity £4m

Largest Conservative Funds

AUM
Janus Henderson United Kingdom A... £2.5b
Eleva Absolute Return Europe £1.7b
Blackrock European Absolute Return £1.5b
Janus Henderson UK Absolute Return £1.4b
Marshall Wace - MW TOPS UCITS £1.3b

Largest Inflows (Q2'20 - Q2'19)

Change AUM
Eleva Absolute Return Europe £860m £1.7b
BlackRock UK Emerging Companies ... £431m £662m
Lyxor / Sandler US Equity £334m £866m
BlackRock European Absolute Alpha £207m £375m
Anima Star High Potential Europe £132m £700m

Largest Outflows (Q2'20 - Q2'19)

Change AUM
Jupiter Absolute Return (UK) £-1,044m £345m
Marshall Wace - MW TOPS UCITS £-664m £1.3b
Majedie Tortoise £-599m £317m
Janus Henderson UK Absolute Return £-539m £1.4b
Janus Henderson United Kingdom A... £-365m £2.5b

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