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
2021 -1.3 2.0 0.7 1.2 0.0 2.6
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 4.8
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
BlackRock Asia Pacific Diversified Equity ... Conservative 15.6
Lupus Alpha All Opportunities Fund (C) Conservative 15.0
IAM EJF Alpha Opportunities Conservative 11.7
BlackRock Emerging Markets Absolute Return Conservative 11.3
Prosper Stars & Stripes Conservative 10.6
JMS AlphaCore One Conservative 10.1
DECALIA Muse Conservative 9.6
Portland Hill European Long Short (UCITS) Conservative 9.2
Pictet TR Atlas Titan Conservative 9.1
Schroder UK Dynamic Absolute Return Conservative 8.2

Bottom Funds YTD

YTD
Carmignac Portfolio Long-Short Global Equi... Conservative -12.7
IAM Black and White Innovation UCITS Fund Conservative -7.9
Lyxor / Bluescale Global Equity Alpha Fund Conservative -7.5
Fidelity Absolute Return Asian Equity Conservative -5.2
Allianz Japan Equity Long Short Strategy Conservative -3.7
Merian UK Specialist Equity Conservative -2.3
GAM Star (Lux) - Financials Alpha Conservative -2.2
Artemis US Absolute Return Conservative -1.8
Melchior European Enhanced Absolute Return Conservative -1.6
Jupiter Absolute Return (UK) Conservative -1.4

Largest New Launches (12M)

AUM
Pictet TR Atlas Titan £110m
IAM Prentice Long/Short Equity UCITS Fund £98m
LandseerAM European Equity Focus Long/Short Fund £76m

Largest Conservative Funds

AUM
Eleva Absolute Return Europe £2.4b
Janus Henderson United Kingdom A... £2.3b
Marshall Wace - TOPS UCITS £1.9b
Janus Henderson UK Absolute Return £1.4b
BlackRock European Absolute Return £1.4b

Largest Inflows (Q1'21 - Q1'20)

Change AUM
Eleva Absolute Return Europe £996m £2.4b
Pictet TR Atlas £780m £1.3b
BlackRock European Absolute Alpha £345m £608m
Man GLG Innovation Equity Altern... £285m £637m
BlackRock European Absolute Return £257m £1.4b

Largest Outflows (Q1'21 - Q1'20)

Change AUM
Jupiter Absolute Return (UK) £-377m £86m
Artemis US Absolute Return £-187m £243m
Man GLG European Mid-Cap Equity ... £-172m £193m
Schroder UK Dynamic Absolute Return £-160m £152m
Janus Henderson UK Absolute Return £-112m £1.4b

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