UCITS Funds Flat In August

Sep 6 2010 | 9:17am ET

UCITS funds remaimed relativly flat in August, while UCITS funds of funds lost a bit of ground. The UCITS Alternative Index Global returned 0.14%, bringing year to date performance to 0.14%. Meanwhile, the UCITS Alternative Index Fund of Funds returned -0.35% for the month, dragging its performance to -1.18% YTD.

The CTA Index and Macro Index achieved the best performance for the month with 0.93% and 0.42%, respectively.

The Long/Short Equity Index and Equity Market Neutral Index are the worst performing ones with -0.21% and -0.15%, respectively for the period.

On a year-to-date basis the Fixed Income Index is still the best performing sector with 2.98%, while the Commodities Index shows the lowest return with -4.9%. At

the end of August 2010 the UCITS Alternative Index was made of more than 550 constituent hedge funds and fund of hedge funds. NARA Capital is the official Index Provider of the UCITS Alternative Index.

Index Performance Summary

 

Aug '10 Aug NAV YTD
UCITS Alt. Index Global 0.14% 111.81 -0.14%
UCITS Alt. Index Fund of Funds -0.35% 88.38 -1.18%
UCITS Alt. Index Long/Short Equity -0.21% 97.65 -1.12%
UCITS Alt. Index Equity Market Neut. -0.15% 98.63 -1.15%
UCITS Alt. Index Fixed Income 0.24% 106.92 2.98%
UCITS Alt. Index CTA 0.93% 110.11 -1.62%
UCITS Alt. Index Macro 0.42% 101.84 0.37%
UCITS Alt. Index Multi-Strategy 0.35% 102.05 -2.04%
UCITS Alt. Index Emerging Markets 0.35% 109.85 -0.16%
UCITS Alt. Index FX 0.20% 101.45 0.68%
UCITS Alt. Index Commodities -0.04% 97.51 -4.90%
UCITS Alt. Index Event-Driven 0.29% 100.29 1.98%

In Depth

Q&A: Portfolio Advisors' Brian Murphy On The Advantages of A Private Markets Platform

Jan 2 2018 | 11:05am ET

Most private markets firms reference their platforms as a source of competitive...

Lifestyle

CFA Institute To Add Computer Science To Exam Curriculum

May 24 2017 | 9:25pm ET

Starting in 2019, financial industry executives sitting for the coveted Chartered...

Guest Contributor

Steinbrugge: The Top Hedge Fund Industry Trends for 2018

Jan 2 2018 | 12:22pm ET

Each year, Don Steinbrugge’s Agecroft Partners compiles the insights gained...

 

FINalternatives Trending

From the current issue of