FX

Index Research Funds

AH FX UCITS Index

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2020 -0.4 0.1 -2.8 -0.3 0.9 -2.5 -0.6 -5.5
2019 -0.4 -1.4 -0.4 0.1 0.2 0.4 -0.3 -0.6 -0.4 0.1 -0.8 1.1 -2.6
2018 0.0 -0.4 -1.0 -0.9 1.7 -1.2 2.4 -3.7 2.3 -0.9 -1.8 2.0 -1.6
2017 -1.0 -0.3 0.3 0.1 -0.7 0.0 0.0 1.3 -1.2 -0.8 -1.7 0.2 -3.8
2016 0.5 0.2 -1.5 0.4 0.6 -0.2 -0.8 0.3 -1.2 0.5 0.3 0.7 -0.3
2015 0.0 0.8 1.3 -1.9 1.2 -1.0 1.2 0.0 0.2 -0.6 0.8 -1.0 1.1
2014 0.4 -0.6 1.0 -0.2 1.7 -1.7 1.5 1.5 2.5 0.6 0.0 -0.2 6.6
2013 0.2 1.1 0.9 -0.7 0.7 -0.4 -0.9 -1.2 -1.2 1.0 -0.2 -0.6 -1.3
2012 1.8 0.3 0.1 -0.3 1.7 0.0 1.6 -0.9 0.3 -1.1 -0.3 -1.5 1.5
2011 -0.3 0.0 0.1 0.4 -1.4 -0.7 -0.3 -0.6 -0.5 0.2 -0.1 1.0 -2.1
2010 -0.2 0.8 0.8 0.5 -0.7 0.0 0.2 -0.6 0.6 -0.3 0.1 -1.0 0.4
Download Index Return Series

Top Funds YTD

YTD
DMS P/E FX Strategy Fund 1.0
Absolute Insight Currency 0.2
Neuberger Berman Diversified Currency -0.5
Amundi Global Macro Forex -2.6
Wellington Global Currency Absolute Return -2.8
UBS Currency Allocation Return Strategy -13.8

Bottom Funds YTD

YTD
UBS Currency Allocation Return Strategy -13.8
Wellington Global Currency Absolute Return -2.8
Amundi Global Macro Forex -2.6
Neuberger Berman Diversified Currency -0.5
Absolute Insight Currency 0.2
DMS P/E FX Strategy Fund 1.0

Strategy AUM

30 June 2020
£600m -33% YOY

Largest FX Funds

AUM
UBS Currency Allocation Return S... £353m
Amundi Global Macro Forex £138m
DMS P/E FX Strategy Fund £64m
Absolute Insight Currency £48m
Neuberger Berman Diversified Cur... £7m

Largest Inflows (Q2'20 - Q2'19)

Change AUM
DMS P/E FX Strategy Fund £16m £64m
UBS Currency Allocation Return S... £8m £353m

Largest Outflows (Q2'20 - Q2'19)

Change AUM
Amundi Global Macro Forex £-290m £138m
Absolute Insight Currency £-26m £48m
Neuberger Berman Diversified Cur... £-11m £7m
Wellington Global Currency Absol... £-2m £3m

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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.