Trend Plus

Strategy Research, 03 Oct 2019

Index Research Funds

Sub Index - Trend Plus

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2020 0.7 -2.3 -5.7 -0.7 -0.6 -0.1 -8.5
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
MontLake Crabel Gemini Trend Plus 5.6
MontLake AlphaQuest UCITS Trend Plus 4.6
FORT Global UCITS Contrarian Trend Plus -0.9
FORT Global UCITS Futures Trend Plus -6.6
SEB Asset Selection Trend Plus -7.9
MainFirst Contrarian Opportunities Trend Plus -9.7
Lumyna - Millburn Diversified UCITS Trend Plus -12.3
Lyxor - WNT Fund Trend Plus -14.0
Alma Platinum IV Systematic Alpha Trend Plus -15.9
Linden Core Fund 2X Trend Plus -24.6

Bottom Funds YTD

YTD
Linden Core Fund 2X Trend Plus -24.6
Alma Platinum IV Systematic Alpha Trend Plus -15.9
Lyxor - WNT Fund Trend Plus -14.0
Lumyna - Millburn Diversified UCITS Trend Plus -12.3
MainFirst Contrarian Opportunities Trend Plus -9.7
SEB Asset Selection Trend Plus -7.9
FORT Global UCITS Futures Trend Plus -6.6
FORT Global UCITS Contrarian Trend Plus -0.9
MontLake AlphaQuest UCITS Trend Plus 4.6
MontLake Crabel Gemini Trend Plus 5.6

Largest Trend Plus Funds

AUM
Alma Platinum IV Systematic Alpha £611m
SEB Asset Selection £558m
MontLake Crabel Gemini £395m
FORT Global UCITS Contrarian £390m
MainFirst Contrarian Opportunities £154m

Largest Inflows (Q1'20 - Q1'19)

Change AUM
MontLake Crabel Gemini £205m £395m
MainFirst Contrarian Opportunities £98m £154m
FORT Global UCITS Contrarian £67m £390m
FORT Global UCITS Futures £1m £10m

Largest Outflows (Q1'20 - Q1'19)

Change AUM
Lyxor - WNT Fund £-280m £49m
SEB Asset Selection £-248m £558m
Alma Platinum IV Systematic Alpha £-238m £611m
Lumyna - Millburn Diversified UCITS £-79m £133m
MontLake Tiber Diversified UCITS £-53m £11m

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.