Equity Long / Short Conservative

Strategy Research, 06 Dec 2021

Index Research Funds

Sub Index - Equity Long / Short Conservative

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2022 -0.9 -0.5 0.1 -0.7 -0.9 -1.1 0.9 -3.0
2021 -1.3 2.0 0.7 1.2 0.0 0.2 0.0 0.5 -0.3 0.8 -0.8 0.6 3.5
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
MontLake Invenomic US Equity Long/Short UC... Conservative 28.0
MontLake Cooper Creek Partners North Ameri... Conservative 16.8
BlackRock Asia Pacific Diversified Equity ... Conservative 6.3
BlackRock UK Equity Absolute Return Conservative 6.0
BlackRock UK Absolute Alpha Conservative 5.2
Lumyna - MW TOPS UCITS Fund Conservative 5.0
UBS Global Equity Long-Short Fund Conservative 4.8
Veritas Global Real Return Conservative 4.6
Lazard European Alternative Conservative 4.3
BlackRock Asia Pacific Absolute Return Conservative 4.0

Bottom Funds YTD

YTD
Protea Crawford Lake US Equities Fund Conservative -19.8
BlackRock Emerging Companies Absolute Return Conservative -19.2
Schroder GAIA Contour Tech Equity Conservative -14.7
Solanas ESG Sustainability UCITS Fund Conservative -10.9
Merian UK Specialist Equity Conservative -9.7
Lyxor / Bluescale Global Equity Alpha Fund Conservative -9.5
Montlake Giano UCITS Conservative -9.1
Man GLG RI Global Sustainable Growth Alter... Conservative -8.3
Pictet TR Atlas Titan Conservative -8.1
Prosper Stars & Stripes Conservative -8.0

Largest New Launches (12M)

AUM
UBS (Irl) Investor Selection - O'Connor China L... £213m
MontLake Invenomic US Equity Long/Short UCITS Fund £134m
U Access IRL Bain Capital Global Equity LS Sust... £91m

Largest Conservative Funds

AUM
Eleva Absolute Return Europe £3.3b
Pictet TR Atlas £2.8b
Janus Henderson Absolute Return ... £2.2b
Lumyna - MW TOPS UCITS Fund £2.1b
Anima Star High Potential Europe £1.3b

Largest Inflows (Q2'22 - Q2'21)

Change AUM
Pictet TR Atlas £1.0b £2.8b
Eleva Absolute Return Europe £695m £3.3b
Carmignac Portfolio Long Short E... £512m £936m
Anima Star High Potential Europe £461m £1.3b
Veritas Global Real Return £156m £429m

Largest Outflows (Q2'22 - Q2'21)

Change AUM
Janus Henderson Absolute Return ... £-289m £2.2b
BlackRock Emerging Companies Abs... £-287m £558m
Man GLG Innovation Equity Altern... £-286m £356m
Merian UK Specialist Equity £-249m £207m
Artemis US Absolute Return £-168m £30m

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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.