Mon, Sep 15, 2014
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Industry Updates

IndexIQ's Hedge Composite Beta Index up 0.86% in April, 1.18% YTD

Friday, May 03, 2013
Opalesque Industry Update - IndexIQ, a leading developer of index-based alternative investment solutions, announces the performance of its proprietary family of hedge fund replication and alternative beta indexes for April 2013.

Designed as investable benchmarks that replicate the performance characteristics of sophisticated hedge fund strategies, the IQ Hedge™ benchmark indexes were originally introduced on March 30, 2007, and have been calculating live since that date. IQ Hedge is the first family of investable benchmark indexes covering hedge fund replication/alternative beta strategies.

For the period ended April 30, 2013, the returns for the indexes were as follows:

IQ HEDGE FUND REPLICATION - Beta Indexes

 

 

 

 

1 Month

 

3 Month

 

YTD

 

1 Year

 

3 Year

 

5 Year

IQ Hedge Global Macro Beta Index

 

IQHGGMB

 

-0.62%

 

-0.07%

 

-1.25%

 

-0.14%

 

3.07%

 

2.03%

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

IQ Hedge Long/Short Beta Index

 

IQHGLSB

 

0.26%

 

1.58%

 

3.38%

 

9.14%

 

6.23%

 

-0.11%

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

IQ Hedge Event-Driven Beta Index

 

IQHGEDB

 

1.97%

 

1.31%

 

1.22%

 

4.55%

 

4.73%

 

3.16%

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

IQ Hedge Market Neutral Beta Index

 

IQHGMNB

 

1.43%

 

1.23%

 

1.58%

 

3.35%

 

2.19%

 

2.31%

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

IQ Hedge Emerging Markets Beta Index

 

IQHGEMB

 

0.93%

 

-0.93%

 

-1.61%

 

0.76%

 

0.47%

 

4.36%

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

IQ Hedge Fixed Income Arbitrage Beta Index

 

IQHGFIB

 

1.23%

 

3.30%

 

3.77%

 

7.30%

 

5.02%

 

4.28%

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

IQ Hedge Composite Beta Index

 

IQHGCOB

 

0.86%

 

1.08%

 

1.18%

 

4.17%

 

3.69%

 

2.80%

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Performance greater than one year is annualized. Past performance does not guarantee future results.

IndexIQ is a leading issuer of index-based liquid alternative solutions focused on absolute return, real asset and international strategies. IndexIQ solutions are offered as ETFs, Mutual Funds, Separate Accounts and Model Portfolios. IndexIQ’s philosophy is to democratize investment management by making innovative alternative investment strategies available to investors in low cost, liquid and transparent products. IndexIQ strategies are marketed through the company’s proprietary investment products and select partnerships with leading global financial institutions. www.IndexIQ.com.

Bg

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. Investing - Big hedge funds show interest in Alibaba, Maglan joins other hedge funds in rush to Argentinian assets[more]

    Big hedge funds show interest in Alibaba From Hereisthecity.com: …Three other major hedge fund investors who have shown interest in the IPO are Dan Loeb of Third Point, David Tepper of Appaloosa Management and Dan Benton of Andor Capital Management. All three were among the roughly 800 p

  2. Socially responsible investments provide higher yield[more]

    Komfie Manalo, Opalesque Asia: A study by New Amsterdam Partners showed that asset managers with high ESG (environmental, social and governance) ratings provide higher gains with their portfolios compared to managers with low ESG ratings. In a study entitled

  3. Rothschild sees ‘new monetary world’ and recommends hedges[more]

    From Valuewalk.com: Rothschild Wealth Management is concerned about complacency and somewhat befuddled about the potential for stimulus in the Eurozone given the economic indicators. In their September “Market Perspective” report, Rothschild observed that while the risks in the Ukraine and Syria are

  4. SEC charges Minnesota hedge fund manager with fraud[more]

    Bailey McCann, Opalesque New York: The SEC has brought charges against Minneapolis-based hedge fund manager, Steven R. Markusen for bilking investors out of fees and portfolio pumping. According to the complaint, the management fees earned by Archer Advisors LLC were shrinking due to the funds’ w

  5. …And Finally – Immature[more]

    From Newsoftheweird.com: Princeton University professor John Mulvey, 67 (who teaches financial engineering applications), was charged in July with stealing 21 yard signs around the town of Princeton -- signs for a computer repair business owned by a man with whom he was feuding. Nathan McCoy,