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 -0.2 -1.9 1.1 3.1 -0.3 -3.5 3.8
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 17.2
Tages Eckhardt Systematic Short Term UCITS... Trend Plus 13.7
MontLake AlphaQuest UCITS Trend Plus 12.7
Lumyna - Millburn Diversified UCITS Trend Plus 9.0
Bantleon Diversified Markets Trend Plus 3.2
Tungsten TRYCON AI Global Markets Trend Plus 2.0
KLS Niederhoffer Smart Alpha UCITS Fund Trend Plus 1.7
MontLake Crabel Gemini Trend Plus 1.0

Bottom Funds YTD

YTD
MontLake Crabel Gemini Trend Plus 1.0
KLS Niederhoffer Smart Alpha UCITS Fund Trend Plus 1.7
Tungsten TRYCON AI Global Markets Trend Plus 2.0
Bantleon Diversified Markets Trend Plus 3.2
Lumyna - Millburn Diversified UCITS Trend Plus 9.0
MontLake AlphaQuest UCITS Trend Plus 12.7
Tages Eckhardt Systematic Short Term UCITS... Trend Plus 13.7
Alma Platinum IV Systematic Alpha Trend Plus 17.2

Largest Trend Plus Funds

AUM
MontLake Crabel Gemini £990m
Alma Platinum IV Systematic Alpha £176m
Tages Eckhardt Systematic Short ... £104m
Lumyna - Millburn Diversified UCITS £104m
Tungsten TRYCON AI Global Markets £91m

Largest Inflows (Q3'22 - Q3'21)

Change AUM
Alma Platinum IV Systematic Alpha £104m £176m
MontLake AlphaQuest UCITS £55m £87m
Lumyna - Millburn Diversified UCITS £36m £104m
KLS Niederhoffer Smart Alpha UCI... £14m £52m
Tages Eckhardt Systematic Short ... £9m £104m

Largest Outflows (Q3'22 - Q3'21)

Change AUM
MontLake Crabel Gemini £-65m £990m

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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.