Trend Plus

Strategy Research, 09 May 2022

Index Research Funds

Sub Index - Trend Plus

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2022 -0.7 -0.1 4.3 2.7 -0.5 0.0 5.7
2021 -1.8 2.3 1.6 0.9 1.2 -0.6 0.5 -0.6 -1.4 2.5 -2.0 -0.3 2.0
2020 0.7 -2.3 -5.7 -0.7 0.0 -0.1 0.9 -1.1 -0.8 -1.0 0.9 1.6 -7.7
2019 -0.2 -0.1 4.4 0.8 0.6 2.6 1.8 2.5 -2.0 -2.3 0.4 -0.6 8.0
2018 4.0 -4.3 -0.4 0.0 -0.7 0.4 -0.2 0.7 -1.0 -2.7 -0.3 1.5 -3.3
2017 -2.4 2.0 -1.1 0.8 0.5 -3.2 1.1 1.0 -2.1 4.1 0.5 -0.6 0.4
2016 3.2 2.5 -3.3 -2.0 -0.8 5.7 0.0 -1.5 0.4 -3.6 -0.2 2.3 2.3
2015 6.2 0.6 3.1 -3.9 0.0 -4.7 1.8 -3.8 2.0 -1.4 1.9 -3.7 -2.5
2014 -2.3 2.8 -1.5 0.9 4.1 1.7 -0.5 3.7 -0.3 1.0 4.6 2.0 17.1
2013 2.7 -0.6 2.0 3.2 -2.6 -3.3 -0.7 -1.7 0.3 3.1 2.2 0.5 4.9
2012 -0.3 -0.3 -1.4 0.1 2.6 -4.6 4.1 -1.4 -1.1 -2.9 0.8 2.0 -2.6
2011 -1.3 1.9 -2.1 3.0 -2.0 -2.2 4.8 0.7 1.2 -4.3 -0.1 2.6 1.8
2010 -3.3 2.5 3.0 1.5 -2.2 0.1 -1.0 3.6 0.1 1.8 -4.0 4.5 6.4
2009 -2.8 3.2 -3.4 -3.2
Download Index Return Series

Top Funds YTD

YTD
Alma Platinum IV Systematic Alpha Trend Plus 18.3
Winton Absolute Return Futures Fund Trend Plus 15.5
MontLake AlphaQuest UCITS Trend Plus 13.5
KLS Niederhoffer Smart Alpha UCITS Fund Trend Plus 12.6
Tages Eckhardt Systematic Short Term UCITS... Trend Plus 11.9
Lumyna - Millburn Diversified UCITS Trend Plus 9.9
Bantleon Diversified Markets Trend Plus 7.0
MontLake Crabel Gemini Trend Plus 3.7
Tungsten TRYCON AI Global Markets Trend Plus 2.4
FORT Global UCITS Contrarian Trend Plus -36.0

Bottom Funds YTD

YTD
FORT Global UCITS Contrarian Trend Plus -36.0
Tungsten TRYCON AI Global Markets Trend Plus 2.4
MontLake Crabel Gemini Trend Plus 3.7
Bantleon Diversified Markets Trend Plus 7.0
Lumyna - Millburn Diversified UCITS Trend Plus 9.9
Tages Eckhardt Systematic Short Term UCITS... Trend Plus 11.9
KLS Niederhoffer Smart Alpha UCITS Fund Trend Plus 12.6
MontLake AlphaQuest UCITS Trend Plus 13.5
Winton Absolute Return Futures Fund Trend Plus 15.5
Alma Platinum IV Systematic Alpha Trend Plus 18.3

Largest Trend Plus Funds

AUM
MontLake Crabel Gemini £1.1b
FORT Global UCITS Contrarian £287m
Tages Eckhardt Systematic Short ... £109m
Tungsten TRYCON AI Global Markets £83m
Alma Platinum IV Systematic Alpha £70m

Largest Inflows (Q1'22 - Q1'21)

Change AUM
MontLake Crabel Gemini £171m £1.1b
Tungsten TRYCON AI Global Markets £22m £83m
Tages Eckhardt Systematic Short ... £16m £109m
Bantleon Diversified Markets £7m £27m
KLS Niederhoffer Smart Alpha UCI... £1m £40m

Largest Outflows (Q1'22 - Q1'21)

Change AUM
FORT Global UCITS Contrarian £-131m £287m
Lumyna - Millburn Diversified UCITS £-25m £62m
Alma Platinum IV Systematic Alpha £-4m £70m
MontLake AlphaQuest UCITS £-3m £32m
Winton Absolute Return Futures Fund £0m £21m

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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.