Trend Plus

Strategy Research, 12 Oct 2020

Index Research Funds

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 3.3
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 8.1
U Access (IRL) Campbell Absolute Return UCITS Trend Plus 7.8
FORT Global UCITS Futures Trend Plus 6.6
Lumyna - Millburn Diversified UCITS Trend Plus 4.9
MontLake AlphaQuest UCITS Trend Plus 4.8
SEB Asset Selection Trend Plus 3.1
KLS Niederhoffer Smart Alpha UCITS Fund Trend Plus 3.0
FORT Global UCITS Contrarian Trend Plus 1.7
Bantleon Diversified Markets Trend Plus 0.3
MontLake Crabel Gemini Trend Plus -0.3

Bottom Funds YTD

YTD
Tages Eckhardt Systematic Short Term UCITS... Trend Plus -4.6
MontLake Crabel Gemini Trend Plus -0.3
Bantleon Diversified Markets Trend Plus 0.3
FORT Global UCITS Contrarian Trend Plus 1.7
KLS Niederhoffer Smart Alpha UCITS Fund Trend Plus 3.0
SEB Asset Selection Trend Plus 3.1
MontLake AlphaQuest UCITS Trend Plus 4.8
Lumyna - Millburn Diversified UCITS Trend Plus 4.9
FORT Global UCITS Futures Trend Plus 6.6
U Access (IRL) Campbell Absolute Return UCITS Trend Plus 7.8

Largest New Launches (12M)

AUM
Tages Eckhardt Systematic Short Term UCITS Fund £97m

Largest Trend Plus Funds

AUM
MontLake Crabel Gemini £1.0b
FORT Global UCITS Contrarian £427m
SEB Asset Selection £295m
Tages Eckhardt Systematic Short ... £97m
Lumyna - Millburn Diversified UCITS £74m

Largest Inflows (Q2'21 - Q2'20)

Change AUM
MontLake Crabel Gemini £444m £1.0b
FORT Global UCITS Contrarian £22m £427m
Bantleon Diversified Markets £9m £28m

Largest Outflows (Q2'21 - Q2'20)

Change AUM
Alma Platinum IV Systematic Alpha £-214m £73m
SEB Asset Selection £-204m £295m
Lumyna - Millburn Diversified UCITS £-61m £74m
U Access (IRL) Campbell Absolute... £-18m £12m
MontLake AlphaQuest UCITS £-13m £32m

or Register for Free

  • Access the full universe of UCITS Hedge Funds and Absolute Return Funds.
  • Build and curate a watchlist.
  • View the latest research.
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.