Mon, Dec 22, 2014
A A A
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. Investing - Big hedge funds win again on PetSmart, Riverbed, RBS sells real estate loans to hedge fund Cerberus, Talisman energy speculation: Which hedge funds could benefit?[more]

    Big hedge funds win again on PetSmart, Riverbed From CNBC.com: Another week, another set of wins for activist investors. On Sunday, pet supply retailer PetSmart agreed to the largest leveraged buyout of the year at $8.7 billion. Hedge fund firm JANA Partners had been pushing for a sale a

  2. Outlook - Hedge fund manager who remembers 1998 rout says prepare for pain, Bond guru Bill Gross predicts U.S. economic growth to dip to 2%[more]

    Hedge fund manager who remembers 1998 rout says prepare for pain From Bloomberg.com: Stephen Jen landed in Hong Kong in early January 1997 as Morgan Stanley’s newly minted exchange-rate strategist for Asia. He was soon working around the clock when investors began targeting the region’s

  3. Investing - Hedge funds get boost from healthcare in 2014, Paulson & Co takes stake in Salix on heels of inventory issues[more]

    Hedge funds get boost from healthcare in 2014 From Valuewalk.com: The healthcare sector started the year on a turbulent note, as stocks of many major biotechnology companies were battered. However, most of the players in this sector have bounced back. The BarclayHedge Healthcare & Biotec

  4. Comment - High fees and low performance hit hedge funds[more]

    From FT.com: Disenchantment over high fees and lackluster performance may finally be turning the tide against hedge funds, fresh data suggest. Despite generally weak returns since the global financial crisis, hedge funds have enjoyed positive net inflows every year since 2010. This helped assets und

  5. Performance - Lansdowne, Man Group, other hedge funds profit from shorts in oil, Turmoil boosts hedge funds that bet against Russia, oil, CTAs post strongest returns since December 2010[more]

    Lansdowne, Man Group, other hedge funds profit from shorts in oil From Valuewalk.com: The rising short interest in oil companies implies that the worst for oil is yet to come. Data from Markit shows that short exposure in energy sector of S&P 500 is still looming close to the highest mar