Sun, Oct 4, 2015
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Alternative Market Briefing

'Alternative Alternatives' investment funds gained 0.53% in September (+3.34% YTD)

Monday, October 29, 2012

Florian Guldner, Opalesque Research:

'Alternatives Alternatives' investment funds saw small gains last month, according to an estimation based on 719 single- and multi-manager funds currently listed in 25 categories in the Opalesque Solutions A SQUARE Fund Database (Source).

The Opalesque A SQUARE Index rose* 0.53% in September, resulting in a year-to-date performance of 3.34%. Estimates for August and July were corrected to +0.84% and +2.09%, respectively. The A SQUARE Funds of Funds Index lost 0.57%, bringing the year-to-date result to -0.72%.

  • Base & precious metal strategies were the top performer in September with an average gain of 6.57%, followed by credit (+2.01%) and structured finance (+1.82%) funds. Real estate funds gained 1.10%.

  • Negative results were posted by agriculture (-4.00%) and all-commodity (-0.16%) strategies.

  • Year-to-date, the ranking is led by agriculture (+22.59%) and real estate (+14.22%). Credit and structured finance funds had a good year 2012 too, with average gains of 9.19% and 10.44%.

A SQUARE database weighting by asset classes

Over the last 12 months, the A SQUARE Index had 6 negative and 6 positive months, and gained 1.87%. The A SQUARE Funds of Funds Index was flat (+0.07%) in the same period.


To view our full article Click here

Today's Exclusives Today's Other Voices More Exclusives
Previous Opalesque Exclusives                                  
More Other Voices
Previous Other Voices                                               
Access Alternative Market Briefing

  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Performance - Hedge fund moguls Einhorn, Loeb, Rosenstein lose money in September, Risky strategy sinks small hedge fund[more]

    Hedge fund moguls Einhorn, Loeb, Rosenstein lose money in September From Billionaire stock pickers David Einhorn, Daniel Loeb and Barry Rosenstein on Wednesday told their wealthy investors they lost money in September as market turmoil inflicted more pain on some of America'

  2. Opalesque Exclusive: IRAs represent billions of untapped capital for hedge funds[more]

    Benedicte Gravrand, Opalesque Geneva: Retirement accounts might not be the first source that comes to mind for those looking to raise funds, but they may represent billions of untapped capital. Unlike traditional retirement accounts,

  3. Opalesque TV: One way to access market hedge funds in the EU under the AIFMD radar[more]

    Benedicte Gravrand, Opalesque Geneva: While the Cayman Islands, the US and Hong Kong await the pan-European marketing passport to be extended to alternative investment fund

  4. Vilas’ equity long bias hedge fund generates market-beating results[more]

    Komfie Manalo, Opalesque Asia: The Vilas Fund, an equity long bias fund managed by Chicago, Illinois-based Vilas Capital Management, posted five-year annualized returns, net of fees, of 23.47% vs. 15.87% for the S&P 500 Index, including divid

  5. Performance - Manager admits spin used to hide poor performance, Fortress macro hedge fund slumps 17.2% amid manager shakeup, In the hedge fund world, bigger is still better[more]

    Manager admits spin used to hide poor performance From … Colin McLean, managing director of SVM Asset Management, told FTAdviser that fund managers underperform all the time, so stories are often needed to mask or explain this. “People need to build a good framework