Opportunistic Macro

Strategy Research, 24 Oct 2019

Index Research Funds

Sub Index - Opportunistic Macro

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2020 -0.5 -1.6 -8.1 2.3 2.9 1.2 0.7 -3.5
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
Lemanik SICAV Global Strategy Opportunistic 12.9
Graham Macro UCITS Opportunistic 11.9
Allianz Fixed Income Macro Opportunistic 8.3
Pacific G10 Macro Rates Opportunistic 7.8
U Access (IRL) Trend Macro Opportunistic 7.4
KLS Arete Macro Opportunistic 7.2
GAM Star Emerging Market Rates Opportunistic 6.8
Odey Odyssey Opportunistic 5.8
JPM Global Macro Opportunities Opportunistic 5.7
RV Capital Asia Opportunity UCITS Opportunistic 3.2

Bottom Funds YTD

YTD
H2O Vivace Opportunistic -60.5
H2O Allegro Opportunistic -36.3
H2O MultiReturns Opportunistic -22.4
Artemis Strategic Assets Opportunistic -16.7
HI Sibilla Macro Fund Opportunistic -11.0
H2O Adagio Opportunistic -4.8
BlueBay Global Sovereign Opportunities Opportunistic -3.4
Bellevue Funds (LUX) BB Global Macro Opportunistic -2.1
GAM Star Global Rates Opportunistic -1.7
Manulife Absolute Return Rates Fund Opportunistic -0.1

Largest New Launches (12M)

AUM
JPM Global Macro Sustainable £610m

Largest Opportunistic Funds

AUM
Legg Mason Western Asset Macro ... £5.4b
JPM Global Macro Opportunities (... £3.7b
H2O Adagio £3.4b
JPM Global Macro Opportunities £1.4b
H2O Allegro £731m

Largest Inflows (Q2'20 - Q2'19)

Change AUM
KLS Arete Macro £234m £443m
Lemanik SICAV Global Strategy £77m £369m
Bellevue Funds (LUX) BB Global M... £47m £568m
Graham Macro UCITS £38m £211m
Pacific G10 Macro Rates £10m £45m

Largest Outflows (Q2'20 - Q2'19)

Change AUM
JPM Global Macro Opportunities (... £-774m £3.7b
H2O Adagio £-549m £3.4b
BlueBay Global Sovereign Opportu... £-375m £472m
H2O Allegro £-270m £731m
Artemis Strategic Assets £-214m £320m

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