Equity Long / Short Conservative

Strategy Research, 17 Dec 2013

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 0.3
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
InRIS Prentice Conservative 27.0
Schroder GAIA Contour Tech Equity Conservative 23.4
DECALIA Muse Conservative 19.8
Man GLG US Absolute Alpha Conservative 16.3
GAM Star Alpha Technology Conservative 16.3
Prosper Stars & Stripes Conservative 16.1
Man GLG Innovation Equity Alternative Conservative 13.8
Wellington US Equity Long-Short Fund Conservative 13.2
Heptagon Kettle Hill US L/S Equity Conservative 12.6
Merian UK Specialist Equity Conservative 12.4

Bottom Funds YTD

YTD
BlackRock Emerging Markets Absolute Return Conservative -26.8
Jupiter Global Absolute Return (Lux) Conservative -24.3
Jupiter Absolute Return (UK) Conservative -24.2
Charlemagne OAKS Emerging and Frontier Opp... Conservative -22.0
Maverick Fundamental Quant UCITS Conservative -18.3
Threadneedle UK Absolute Alpha Conservative -12.8
Amundi Absolute Return European Equity Conservative -10.7
Schroder UK Dynamic Absolute Return Conservative -9.8
Protea Crawford Lake US Equities Fund Conservative -9.6
Legg Mason Martin Currie European Absolute... Conservative -9.6

Largest New Launches (12M)

AUM
IAM Black and White Innovation UCITS Fund £84m
BNP Paribas Environmental Absolute Return Thema... £71m
Man GLG US Absolute Alpha £21m
Fidelity Absolute Return Asian Equity £4m

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 (Q2'20 - Q2'19)

Change AUM
Eleva Absolute Return Europe £910m £2.0b
Eleva Absolute Return Europe £860m £2.0b
Blackrock European Absolute Return £602m £2.0b
BlackRock Emerging Companies Abs... £437m £773m
BlackRock Emerging Companies Abs... £431m £773m

Largest Outflows (Q2'20 - Q2'19)

Change AUM
Jupiter Absolute Return (UK) £-1,045m £218m
Jupiter Absolute Return (UK) £-1,044m £218m
Marshall Wace - MW TOPS UCITS £-664m £1.3b
Majedie Tortoise £-599m £365m
Janus Henderson UK Absolute Return £-539m £1.4b

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