Trend Plus
Sub Index - Trend Plus
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
Top Funds YTD
Bottom Funds YTD
Largest Trend Plus Funds
| AUM | |
|---|---|
| MontLake Crabel Gemini | £1.1b |
| FORT Global UCITS Contrarian | £424m |
| SEB Asset Selection | £264m |
| Tages Eckhardt Systematic Short ... | £95m |
| Lumyna - Millburn Diversified UCITS | £67m |
Largest Inflows (Q3'21 - Q3'20)
| Change | AUM | |
|---|---|---|
| MontLake Crabel Gemini | £279m | £1.1b |
| MontLake Crabel Gemini | £205m | £1.1b |
| Bantleon Diversified Markets | £7m | £26m |
| Bantleon Diversified Markets | £6m | £26m |
| Tages Eckhardt Systematic Short ... | £3m | £95m |
Largest Outflows (Q3'21 - Q3'20)
| Change | AUM | |
|---|---|---|
| SEB Asset Selection | £-183m | £264m |
| Alma Platinum IV Systematic Alpha | £-153m | £65m |
| Lumyna - Millburn Diversified UCITS | £-59m | £67m |
| SEB Asset Selection | £-57m | £264m |
| Alma Platinum IV Systematic Alpha | £-54m | £65m |
