Sat, Oct 10, 2015
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Industry Updates

Barclay Hedge Fund Index gains 0.85% in July (3.19% YTD) in difficult trading environment

Wednesday, August 15, 2012
Opalesque Industry Update – Hedge funds gained 0.85% in July 2012, according to the Barclay Hedge Fund Index compiled by BarclayHedge. The Index is up 3.19% year to date.

“Equity markets see-sawed in July, driven up and down by economic reports in the most recent news cycle,” says Sol Waksman, founder and president of BarclayHedge.

“Poor economic data drove markets down, and hopes of action by governments and central banks rallied the markets. It was a very difficult trading environment for many strategies.”

In July, 17 of Barclay’s 18 hedge fund indices had positive returns. The Barclay Equity Short Bias Index rebounded with a 3.16% gain, Global Macro added 1.56%, the Event Driven Index gained 1.54%, Distressed Securities were up 1.41%, and the Multi Strategy Index rose 1.12%.

“When the dust settled at month’s end, prices for equities, bonds and commodities were mostly higher,” says Waksman.

The only losing hedge fund strategy in July was the Pacific Rim Equities Index, which slid 0.04%.

Year to date, the Healthcare & Biotechnology Index leads all hedge fund strategies with a 9.14% gain. Convertible Arbitrage is up 6.06%, and Fixed Income Arbitrage has gained 5.25%.

Equity Short Bias is the only hedge fund strategy with a loss in 2012. At the end of July, Equity Short Bias was down 7.33% for the year.

The Barclay Fund of Funds Index gained 0.67% in July, and is up 1.66% in 2012.

Click here to view five years of Barclay Hedge Fund Index data, or download 14 years of monthly data.

(press release)

BarclayHedge was founded in 1985 and actively tracks more than 6,200 hedge funds, funds of hedge funds, and managed futures programs. Each month Barclay provides updated performance rankings for 38 Hedge Fund categories, 16 CTA categories, and 7 UCITS categories.


What do you think?

   Use "anonymous" as my name    |   Alert me via email on new comments   |   
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. U.S. hedge funds prepare for worst finish this year since 2008[more]

    Komfie Manalo, Opalesque Asia: U.S.-focused hedge funds are preparing for their worst year since the 2008 global financial crisis, following a series of letdown including the market sell-off in August and the sell-off in healthcare and biotechnology sectors last month, reported

  2. Investing - AQR Capital and Renaissance Technologies raise stakes in Southwest Airlines[more]

    From In the previous part of this series, we saw how institutional investors played Southwest Airlines (LUV) in 2Q15. Now let’s move on to the trades executed by key hedge funds in Southwest Airlines over the same period. … Most of the hedge funds that had significant exposu

  3. Manager Profile - Pimco alternative funds flourish as 30-year bond rally fades[more]

    From Inside Pacific Investment Management Co., the bond behemoth that lost two chief investment officers last year and saw almost $500 billion of client money leave, a hidden profit engine is easing some of the pain. For more than a decade, Newport Beach, California-based Pimco has qu

  4. Niche Investing - Art investment funds: Attracting institutional and other new investors[more]

    From The Deloitte/ArtTactic Art and Finance Report 2014 (the "Art and Finance Report") noted that the "global art investment fund market was estimated to be worth at least $1.26 billion in the first half of 2014." This seems almost inconsequential when juxtaposed with the $54 billion of

  5. DoubleLine’s Jeffrey Gundlach warns of another round of market shakedown[more]

    Komfie Manalo, Opalesque Asia: DoubleLine Capital co-founder Jeffrey Gundlach is painting a bleak future as he warned that the U.S. equity market and other risk markets, such as high-yield "junk" bonds, are facing another round of selling pressure. Gundlach said in an interview with