Data from Geneva based Alix Capital suggest that Ucits funds of absolute return funds have performed better than the broader market, according to the figures included in the company’s Ucits Alternatives Index (UAI) indices.
UAI Benchmarks:
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In June, the UCITS Alternative Index Global loses -1.37% as most strategies suffer from the broad market correction. Its year to date performance stands now at 0.94%. The funds of funds perform slightly worst with -1.85% for the UAI Funds of Funds Index. The UAI Funds of Funds is now up 1.24% since the beginning of the year. With the exception of Equity Market Neutral and Commodities, all single strategies lose ground this month. The UAI Emerging Markets return the lowest return (down -3.08%), followed by the UAI CTA and the UAI Macro, respectively down -2.70% and -2.15%. The UAI Long/ Short Equity is negative for the first time this year with – 1.31%. Similarly, the UAI Fixed Income posts its first monthly losses (-0.68%). On a year to date basis, the UAI Long/Short Equity is the best performing strategy index with an increase +3.39%. The next best performers are the UAI Multi – Strategy (up 1.28%) and the UAI Equity Market Neutral (up 0.64%).
UAI Blue Chip:
The UCITS Alternative Index Blue Chip ends June with losses of -1.78%, one of its largest monthly drawdown since inception. Emerging Markets and CTA funds contribute most to this drop while commodities, equity market neutral and volatility are the only positive strategies this month. The UAI Blue Chip is now up 0.71% since the beginning of the year.
UAIX Indices:
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By GlobalDataWith the exception of the UAIX Commodities and UAIX Equity Market Neutral all UAIX end the month with negative performance. The UAIX Macro and the UAIX CTA post large losses, down -4.31% and – 4.03%. The UAIX Emerging Markets also declines (-3.98%), mainly driven by the drop in emerging markets equities. The UAIX Long/Short Equity loses -1.54% in June but remains the best performer for the year with +3.77%. It is followed by the UAIX CTA (up 2.68%) and the UAIX Event – Driven (up 2.14%).
AUM and number of funds:
The total assets managed by single UCITS hedge funds increased to EUR 162 billion. The UCITS Alternative Index is currently composed of more than 860 constituent UCITS hedge funds and funds of hedge funds.
