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Industry Updates

UCITS Alternative Index Global gains 0.21% in April, 1.80% YTD

Friday, May 03, 2013
Opalesque Industry Update - The UCITS Alternative Index Global gains 0.21% in April and 1.80% in 2013. The UCITS Alternative Index Funds of Funds does slightly better this month with a gain of 0.22% and is now up 2.25% for the year. As was the case in March, the UAI CTA displays the best performance - up 1.81% in April - and reaches 4.13% in 2013. The UAI Multi-Strategy and the UAI Fixed Income follow with respective gains of 0.80% and 0.50%. The UAI Macro (up 0.35%) and the UAI Emerging Markets ( 0.38%) are also positive this month. On the opposite, the UAI FX and the UAI Commodities are the worst performing strategies with losses of -1.23% and -1.05%. So far this year, the UAI CTA is the best performing strategy (up 4.13%), followed by the UAI Long/Short Equity (up 3.19%) and the UAI Multi-Strategy (up 2.24%).

UAI Blue Chip:
The UCITS Alternative Index Blue Chip is up 0.34% in April and up 1.85% in 2013. The Index benefits from good performances from CTA and Event-Driven funds. The FX and Equity Market Neutral components are the main negative contributors to the Index performance.

UAIX Indices:
In April, the best performer is the UAIX CTA with gains of 2.42%. Coming next is the UAIX Event-Driven, up 1.15%, and the UAIX Macro, up 0.81%. On a year to date basis, the UAIX CTA is the best performing strategy index, up 6.35%. It is followed by the UAIX Long/Short Equity, up 3.56%.

Index Performance Summary - Show Tickers - Download Performance

 

Apr 13

Apr NAV

Mar 13

YTD

2012

Ann rtn

UCITS Alternative Index Global

0.21%

113.73

0.41%

1.80%

1.63%

0.52%

 

UCITS Alternative Index Fund of Funds

0.22%

85.40

0.70%

2.48%

-1.34%

-2.92%

 

UCITS Alternative Index Commodities

-1.05%

94.13

-0.75%

-1.40%

-5.31%

-1.13%

UCITS Alternative Index CTA

1.81%

108.44

1.12%

4.13%

-3.83%

1.53%

UCITS Alternative Index Emerging Markets

0.38%

109.76

-0.17%

2.14%

5.87%

1.76%

UCITS Alternative Index Equity Market Neutral

-0.28%

94.98

-0.11%

0.18%

-1.18%

-0.96%

UCITS Alternative Index Event-Driven

0.25%

100.67

0.70%

0.76%

-0.32%

0.12%

UCITS Alternative Index Fixed Income

0.50%

113.61

0.16%

1.01%

4.88%

2.42%

UCITS Alternative Index FX

-1.23%

95.55

0.69%

0.05%

-1.19%

-0.85%

UCITS Alternative Index Long/Short Equity

0.13%

102.46

0.65%

3.19%

2.70%

0.46%

UCITS Alternative Index Macro

0.35%

103.65

0.55%

1.59%

1.88%

0.67%

UCITS Alternative Index Multi-Strategy

0.80%

107.95

0.21%

2.24%

4.08%

1.44%

UCITS Alternative Index Volatility

-0.77%

119.91

-0.04%

-2.11%

-0.12%

3.46%

UCITS Alternative Index Blue Chip

Index Performance Summary - Download Performance

Last Update: 30.04.2013

 

Weekly Perf

MTD

NAV

Mar 13

YTD

2012

UCITS Alternative Index Blue Chip

0.34%

0.47%

111.29

0.35%

1.85%

4.91%

UAIX

Index Performance Summary - Download Performance

Last Update: 30.04.2013

 

Weekly Perf

MTD

NAV

Mar 13

YTD

2012

UAIX Commodities

-0.12%

-0.36%

113.23

-1.77%

-1.88%

-1.27%

UAIX CTA

0.68%

2.42%

123.53

1.27%

6.35%

-1.91%

UAIX Emerging Markets

0.53%

0.67%

117.68

-0.05%

1.50%

8.39%

UAIX Equity Market Neutral

0.04%

-0.24%

110.74

0.51%

0.48%

1.09%

UAIX Event-Driven

0.46%

1.15%

107.61

0.62%

2.97%

4.71%

UAIX Fixed Income - Developed Markets

0.22%

0.67%

116.66

0.48%

1.81%

7.29%

UAIX Fixed Income - Global

0.19%

0.55%

130.98

0.05%

1.32%

7.54%

UAIX FX

0.06%

0.05%

103.48

1.12%

2.16%

-0.03%

UAIX Long/Short Equity

0.53%

0.53%

124.34

0.44%

3.56%

6.37%

UAIX Macro

1.06%

0.81%

115.08

0.77%

1.69%

6.00%

UAIX Multi-Strategy

0.21%

0.73%

115.97

0.22%

2.27%

4.93%

UAIX Volatility

-0.15%

-0.24%

127.14

0.76%

-1.87%

7.61%

The UCITS Alternative Index series is the industry's leading benchmark for the UCITS absolute return funds universe. The UCITS Alternative Index series of indices track the performance of both global and strategy specific UCITS absolute return funds. Index rules and statistics are accessible on the UCITS Alternative Index website www.ucits-alternative.com . UCITS Alternative Index is a registered trademark. Alix Capital is the exclusive Index Provider to the UCITS Alternative Index.

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