Wed, Jun 28, 2017
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Alternative Market Briefing

'Alternative Alternatives' investment funds up 0.07% in March (+0.14% in Q1)

Friday, April 26, 2013

Florian Guldner, Opalesque Research:

'Alternative Alternatives' investment funds performed flat both in March and the first quarter this year, according to an estimation based on 622 single- and multi-manager funds currently listed in 25 categories in the Opalesque Solutions A SQUARE Fund Database (Source).

The Opalesque A SQUARE Index gained 0.07% last month, finishing the first quarter of 2013 up 0.14%. The A SQUARE Funds of Funds Index lost 0.47% in March, but is up 0.36% for the year. Sorted by asset classes, alternative-alternatives funds showed mixed results:

  • Once again, infrastructure funds were the top performers with average gains of 2.96%. Real estate, credit, insurance, forex, trade finance and collectibles investment strategies had a positive month of March with average gains below 1%.

  • Base & precious metals funds had another difficult month and an average loss of 2.67%. All other commodity- and equity derivatives-based investment strategies suffered small losses.

  • For the first quarter of 2013, the top performing asset class was infrastructure (+12.37%), followed by collectibles (+4.48%), forex (+2.61%), trade finance (+2.55%) and credit (+2.27%). Negative results were posted by base & precious metals (-13.25%), all-commodity (-2.09%) and equity derivatives strategies (-2.04%).

A SQUARE database weighting by asset classes

......................

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 - Advisors slash hedge fund positions, Theravance Biopharma is a top pick of investment guru Seth Klarman, As asset management industry grows a search for new revenue streams[more]

    Advisors slash hedge fund positions From Barrons.com: Financial advisors have cut wealthy clients' exposure to hedge funds by up to one third over the past 12 months, The Financial Times reports. Advisor firms in the FT's annual top-300 ranking have reduced their hedge fund allocation to

  2. Investing - U.S. hedge fund in anonymous bet against Tesco shares, Hedge funds made repeated attempts to invest in Veneto banks, Steve Cohen's Point72 takes stake in struggling electronics retailer Conn's, Hedge fund Excalibur bets Riksbank will tighten by end of year[more]

    U.S. hedge fund in anonymous bet against Tesco shares From FT.com: A $20bn New York hedge fund is using an offshore shell company to anonymously bet against the shares of the UK supermarket Tesco, raising fresh questions over the efficacy of European short selling disclosure rules.

  3. ...And Finally - Nighttime barbecue festival in downtown Memphis![more]

    From Newsoftheweird.com: On May 19, Carl Webb and his wife left a nighttime barbecue festival in downtown Memphis and headed home. They drove 14 miles on an interstate highway before a police officer pulled them over to ask if Webb knew there was a body on his trunk. The man was clinging to the lip

  4. Global macro hedge funds lose on sharp drop in oil prices[more]

    Komfie Manalo, Opalesque Asia: Global macro hedge funds suffered losses due to the sharp fall in oil prices and the drop in U.S. and U.K. Treasury yields, Lyxor Asset Management said in its Weekly Briefing. The Lyxor Global Macro Index fell -1.0% from 13 June to 20 June (-3.4% YTD). The Lyxor

  5. State pension plans see liabilities increase in 2016 - Wilshire[more]

    Bailey McCann, Opalesque New York: The funding ratio of state pension plans dropped four percentage points to 69 percent in fiscal year 2016, according to Wilshire Consulting. A year ago, Wilshire Consulting's annual state funding report uncovered a funding ratio of 73 percent. "U.S. stock pe