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
2022 1.0 -2.1 0.3 0.0 1.0 -1.5 -0.5 -1.8
2021 -0.2 2.0 0.7 0.3 0.5 -0.4 -1.3 0.6 0.8 -0.5 -1.7 0.9 1.6
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
Graham Macro UCITS Opportunistic 17.5
Alma Platinum IV CQS Asian Macro Opportunistic 10.4
BlueBay Global Sovereign Opportunities Opportunistic 10.3
M&G (Lux) Episode Macro Fund Opportunistic 7.7
Lemanik SICAV Global Strategy Opportunistic 6.5
GAM Star Global Rates Opportunistic 6.3
Artemis Strategic Assets Opportunistic 3.2
Amundi Absolute Return Forex Opportunistic 1.7
U Access (IRL) Trend Macro Opportunistic 1.5
Brevan Howard Absolute Return Government B... Opportunistic 1.4

Bottom Funds YTD

YTD
Legg Mason Western Asset Macro Opportunit... Opportunistic -17.7
Jupiter Flexible Macro Fund Opportunistic -17.0
Manulife Asian Bond Absolute Return Fund Opportunistic -11.0
JPM Global Macro Opportunities Opportunistic -10.4
JPM Global Macro Sustainable Opportunistic -9.7
JPM Global Macro Opportunistic -7.1
Bellevue Funds (LUX) BB Global Macro Opportunistic -6.4
KLS Arete Macro Opportunistic -5.2
Allianz Fixed Income Macro Opportunistic -4.3
GAM Star Emerging Market Rates Opportunistic -4.1

Largest New Launches (12M)

AUM
Tages Kirkoswald Global Macro UCITS Fund £0m

Largest Opportunistic Funds

AUM
JPM Global Macro Opportunities (... £4.2b
Legg Mason Western Asset Macro ... £2.1b
JPM Global Macro Opportunities £1.8b
Brevan Howard Absolute Return Go... £1.8b
KLS Arete Macro £1.2b

Largest Inflows (Q2'22 - Q2'21)

Change AUM
Brevan Howard Absolute Return Go... £1.3b £1.8b
KLS Arete Macro £464m £1.2b
JPM Global Macro Sustainable £318m £1.0b
Graham Macro UCITS £110m £661m
UBS Currency Allocation Return S... £67m £799m

Largest Outflows (Q2'22 - Q2'21)

Change AUM
Legg Mason Western Asset Macro ... £-2,500m £2.1b
JPM Global Macro Opportunities (... £-807m £4.2b
H2O Adagio £-731m £568m
Bellevue Funds (LUX) BB Global M... £-275m £149m
Allianz Fixed Income Macro £-225m £233m

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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.