Equity Long / Short Conservative

Strategy Research, 13 Nov 2020

Index Research Funds

Sub Index - Equity Long / Short Conservative

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2020 -0.1 -2.0 -3.1 2.3 0.4 1.1 0.9 1.0 -0.2 -0.2 2.6 1.9 4.7
2019 1.3 0.3 -0.1 0.4 -0.6 0.5 0.4 -0.2 -0.1 0.3 0.5 0.8 3.5
2018 1.0 -0.7 0.0 0.4 0.4 -0.3 0.1 -0.1 -0.3 -1.9 -0.8 -0.8 -3.0
2017 0.6 0.0 0.7 0.7 0.5 -0.2 0.6 0.1 0.4 0.4 -0.3 0.1 3.7
2016 -1.5 -0.9 0.2 -0.3 0.7 -1.1 0.8 0.3 0.5 -0.2 -0.4 0.8 -1.3
2015 1.0 1.1 0.6 0.1 1.0 -0.9 1.3 -0.7 -0.6 0.6 0.2 0.2 4.0
2014 0.3 1.5 -0.8 -0.9 0.7 0.1 -0.4 0.6 0.3 0.0 1.1 0.3 2.6
2013 1.8 0.8 0.8 -0.2 1.1 -0.3 1.8 -0.4 0.7 1.8 0.8 1.0 10.2
2012 1.2 1.4 0.6 0.1 -1.8 0.3 1.0 0.7 0.7 0.2 0.7 0.7 5.7
2011 -0.5 0.5 0.0 0.9 0.2 -0.3 -0.4 -1.7 -0.2 0.9 -0.8 0.4 -1.0
2010 -0.5 0.3 2.4 0.0 -2.2 -0.7 0.8 -0.1 1.3 1.1 0.2 1.8 4.5
Download Index Return Series

Top Funds YTD

YTD
BNP Paribas Environmental Absolute Return ... Conservative 8.3
Majedie Tortoise Conservative 6.6
Charlemagne OAKS Emerging and Frontier Opp... Conservative 5.4
Prosper Stars & Stripes Conservative 5.4
Lupus Alpha All Opportunities Fund (C) Conservative 4.9
Schroder GAIA Contour Tech Equity Conservative 3.2
Marshall Wace - MW TOPS UCITS Conservative 2.6
Lyxor / Bluescale Global Equity Alpha Fund Conservative 2.5
MontLake Cooper Creek Partners North Ameri... Conservative 2.4
BlackRock Asia Pacific Diversified Equity ... Conservative 2.1

Bottom Funds YTD

YTD
LO Funds - Fundamental Equity Long Short Conservative -10.9
Carmignac Portfolio Long-Short Global Equi... Conservative -4.8
Man GLG UK Absolute Value Conservative -2.4
IAM Black and White Innovation UCITS Fund Conservative -2.4
Threadneedle American Absolute Alpha Conservative -2.0
Fidelity Absolute Return Asian Equity Conservative -1.7
Merian UK Specialist Equity Conservative -1.6
BlackRock European Absolute Alpha Conservative -1.3
BlackRock European Absolute Return Conservative -1.2
Threadneedle UK Absolute Alpha Conservative -1.1

Largest New Launches (12M)

AUM
BNP Paribas Environmental Absolute Return Thema... £71m

Largest Conservative Funds

AUM
Janus Henderson United Kingdom A... £2.4b
BlackRock European Absolute Return £2.0b
Eleva Absolute Return Europe £2.0b
Janus Henderson UK Absolute Return £1.4b
Marshall Wace - MW TOPS UCITS £1.3b

Largest Inflows (Q3'20 - Q3'19)

Change AUM
Eleva Absolute Return Europe £910m £2.0b
BlackRock European Absolute Return £602m £2.0b
BlackRock Emerging Companies Abs... £437m £773m
Lyxor / Sandler US Equity £407m £995m
BlackRock European Absolute Alpha £300m £504m

Largest Outflows (Q3'20 - Q3'19)

Change AUM
Jupiter Absolute Return (UK) £-1,045m £218m
Majedie Tortoise £-388m £365m
Janus Henderson UK Absolute Return £-375m £1.4b
Marshall Wace - MW TOPS UCITS £-346m £1.3b
LO Funds - Fundamental Equity Lo... £-275m £105m

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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.