Mon, Mar 19, 2018
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Industry Updates

UCITS Alternative Index up 0.80% in July (+1.74% YTD)

Monday, August 05, 2013
Opalesque Industry Update - UAI Benchmarks:

The UCITS Alternative Index Global gains 0.80% in July and is up 1.74% on a year to date basis. The UCITS Alternative Index Funds of Funds outperforms the Global Index with a performance of 1.11% and reaches 2.36% this year. Equity funds perform best this month as the UAI Long/Short Equity is up 2.21%. The UAI Event-Driven gains 1.36%, while the UAI Macro and the UAI Multi-Strategy are up respectively 0.63% and 0.62%. The UAI CTA and the UAI Commodities continue to drop with negative performances of -0.45% and -0.43%. On year to date, the UAI long/short Equity reaches 5.68%. It is followed by the UAI Multi-Strategy (up 1.90%) and the UAI Event-Driven (up 1.75%).

UAI Blue Chip:

The UCITS Alternative Index Blue Chip posts gains of 1.20% this month after losing -1.78% in June. The Index benefits from Equity and Macro funds performances, as well as rebounds for Emerging Markets and Equity Market Neutral. Since the beginning of the year, the UAI Blue Chip is up 1.91%.

UAIX Indices:

The UAIX Long/Short Equity is the best monthly performer (up 3.60%) as it outperforms the UAIX Event-Driven (up 2.00%) and the UAIX Emerging Markets (up 1.61%). The UAIX Multi-Strategy (up 1.28%) and the UAIX Macro (up 0.96%) also perform positively. So far this year, the UAIX Long/Short Equity is the best performer, up 7.37%. The next best performers are the UAIX Event-Driven (up 4.14%) and the UAIX Multi-Strategy (up 2.15%).

AUM and number of funds:

The total assets managed by single UCITS hedge funds increased to EUR 164 billion. The UCITS Alternative Index is currently composed of more than 850 constituent UCITS hedge funds and funds of hedge funds.

Alternative UCITS Indices

Press Release


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. Performance - Hedge fund mojo is back with investor hopes at six-year high, These hedge funds produce the most consistently great results[more]

    Hedge fund mojo is back with investor hopes at six-year high From Hedge funds on the heels of a surprisingly strong performance in 2017 are raising hopes for an encore. Investors expect their managers to return 8.5 percent in 2018, according to a Credit Suisse Group AG sur

  2. Investing - Hedge funds amass big bets against world's leading advertisers, Investor Elliott Management buys tiny stake in Wipro[more]

    Hedge funds amass big bets against world's leading advertisers From Hedge funds have amassed bearish bets of more than $3bn against the world's largest advertising companies in an attempt to profit as the industry undergoes ongoing wrenching disruption and slowing growth. Funds i

  3. News Briefs - Investcorp to launch a $100 million PE fund for Omani pension funds[more]

    Bahrain-based investment firm Investcorp will soon launch a $100 million fund dedicated to Oman's Pension Funds as part of its investment plan. 'The Opportunities Fund' will be focused on private equity investments in the U.S. and Europe and will target mid-sized companies across a broad range of se

  4. DoubleLine's Gundlach sees U.S. 10-year Treasury yield rising, weighing on stocks[more]

    From Reuters/ Jeffrey Gundlach, the chief executive of DoubleLine Capital and known on Wall Street as the "Bond King," said on Tuesday the yield on the U.S. 10-year Treasury note will likely move higher and pressure riskier assets including equities and junk bonds. Gundlach, on an

  5. SEC charges Theranos CEO Holmes with fraud[more]

    Bailey McCann, Opalesque New York: The SEC has charged Elizabeth Holmes, founder and CEO of Theranos and its former President Ramesh "Sunny" Balwani with raising more than $700 million from investors through an elaborate, years-long fraud in which they exaggerated or made false statements about t