Opportunistic Macro

Strategy Research, 12 Oct 2020

Index Research Funds

Sub Index - Opportunistic Macro

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2021 -0.2 2.0 0.7 0.3 0.5 3.3
2020 -0.5 -1.6 -8.1 2.3 2.9 1.2 0.7 1.3 -0.8 0.4 3.1 1.1 1.5
2019 1.7 0.1 -0.1 0.4 -0.5 1.3 0.2 0.0 1.0 0.7 -0.3 1.4 6.0
2018 1.6 -0.7 -0.8 -0.3 -1.7 -0.6 0.5 -1.7 0.3 -0.9 -0.1 -0.6 -4.9
2017 0.2 0.1 0.3 -0.4 0.0 0.5 0.0 -0.2 0.4 -0.1 -0.1 -0.3 0.4
2016 -1.2 -1.3 0.8 0.9 -0.1 -0.8 0.5 -0.1 -0.1 1.1 -0.7 0.6 -0.3
2015 0.9 0.8 0.4 -0.8 0.9 -0.6 0.3 -0.8 -0.9 0.2 0.2 -0.5 0.0
2014 -0.2 0.1 0.2 0.0 0.5 -0.3 0.4 -0.2 1.2 -0.8 0.4 -0.9 0.6
2013 0.6 0.3 0.3 1.0 0.4 -1.5 -0.1 0.0 -0.1 0.6 -0.1 0.3 1.6
2012 1.9 1.1 0.3 -0.3 -0.7 0.8 1.2 0.5 0.5 0.6 0.6 0.7 7.7
2011 -0.3 0.3 0.3 0.2 0.0 -0.7 0.0 -0.3 -1.2 1.5 -0.5 0.6 -0.2
2010 0.4 0.6 1.3 0.3 -1.1 0.1 0.6 1.0 0.5 0.0 -0.2 0.6 4.3
Download Index Return Series

Top Funds YTD

YTD
H2O MultiReturns Opportunistic 9.1
Artemis Strategic Assets Opportunistic 7.1
BH Absolute Return Government Bond Fund Opportunistic 5.5
GAM Star Global Rates Opportunistic 5.0
U Access (IRL) Trend Macro Opportunistic 4.9
KLS Arete Macro Opportunistic 3.8
JPM Global Macro Opportunities Opportunistic 3.5
Graham Macro UCITS Opportunistic 3.3
HI Sibilla Macro Fund Opportunistic 3.3
JPM Global Macro Opportunistic 2.0

Bottom Funds YTD

YTD
Lemanik SICAV Global Strategy Opportunistic -7.6
Odey Odyssey Opportunistic -3.9
BlueBay Global Sovereign Opportunities Opportunistic -3.1
Goldman Sachs Strategic Macro Bond Opportunistic -2.5
Legg Mason Western Asset Macro Opportunit... Opportunistic -1.8
Manulife Macro Currency Fund Opportunistic -1.5
M&G (Lux) Episode Macro Fund Opportunistic -1.2
Manulife Asian Bond Absolute Return Fund Opportunistic -0.9
Allianz Fixed Income Macro Opportunistic 0.0
Bellevue Funds (LUX) BB Global Macro Opportunistic 0.5

Largest Opportunistic Funds

AUM
JPM Global Macro Opportunities (... £4.6b
Legg Mason Western Asset Macro ... £4.6b
JPM Global Macro Opportunities £1.8b
H2O Adagio £1.5b
KLS Arete Macro £675m

Largest Inflows (Q1'21 - Q1'20)

Change AUM
JPM Global Macro Opportunities (... £1.1b £4.6b
Allianz Fixed Income Macro £441m £446m
JPM Global Macro Opportunities £434m £1.8b
Graham Macro UCITS £353m £536m
KLS Arete Macro £308m £675m

Largest Outflows (Q1'21 - Q1'20)

Change AUM
H2O Adagio £-1,815m £1.5b
Legg Mason Western Asset Macro ... £-399m £4.6b
H2O Allegro £-324m £365m
H2O MultiReturns £-279m £94m
BlueBay Global Sovereign Opportu... £-146m £333m

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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.