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 -1.3
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
Majedie Tortoise Conservative 11.6
Lupus Alpha All Opportunities Fund (C) Conservative 10.2
Prosper Stars & Stripes Conservative 10.1
BNP Paribas Environmental Absolute Return ... Conservative 10.1
Schroder GAIA Contour Tech Equity Conservative 7.0
BlackRock Asia Pacific Diversified Equity ... Conservative 6.8
Portland Hill European Long Short (UCITS) Conservative 5.5
Pictet TR Atlas Titan Conservative 5.3
BlackRock SF Global Equity Absolute Return Conservative 5.2
BlackRock Global Long/Short Equity (Lux) Conservative 4.7

Bottom Funds YTD

YTD
LO Funds - Fundamental Equity Long Short Conservative -26.3
Carmignac Portfolio Long-Short Global Equi... Conservative -10.1
MontLake Cooper Creek Partners North Ameri... Conservative -4.7
Legg Mason Martin Currie European Absolute... Conservative -3.8
Fidelity Absolute Return Asian Equity Conservative -3.4
GAM Star (Lux) - Financials Alpha Conservative -2.4
Veritas Global Real Return Conservative -2.4
GAM Star (Lux) - European Alpha Conservative -2.1
BlackRock European Absolute Return Conservative -2.0
BlackRock European Absolute Alpha Conservative -1.9

Largest New Launches (12M)

AUM
BNP Paribas Environmental Absolute Return Thema... £103m
Pictet TR Atlas Titan £60m
LandseerAM European Equity Focus Long/Short Fund £37m

Largest Conservative Funds

AUM
Janus Henderson United Kingdom A... £2.4b
BlackRock European Absolute Return £2.2b
Eleva Absolute Return Europe £2.1b
Marshall Wace - TOPS UCITS £1.9b
Janus Henderson UK Absolute Return £1.4b

Largest Inflows (Q4'20 - Q4'19)

Change AUM
BlackRock European Absolute Return £967m £2.2b
Eleva Absolute Return Europe £782m £2.1b
Pictet TR Atlas £425m £833m
BlackRock European Absolute Alpha £392m £624m
BlackRock Emerging Companies Abs... £340m £828m

Largest Outflows (Q4'20 - Q4'19)

Change AUM
Jupiter Absolute Return (UK) £-1,040m £118m
Majedie Tortoise £-312m £382m
LO Funds - Fundamental Equity Lo... £-262m £109m
Schroder UK Dynamic Absolute Return £-238m £180m
Janus Henderson United Kingdom A... £-226m £2.4b

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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.