News

Latest news and insights related to the Alternative UCITS market

After the launch of their Smart Premia fund in August 2016, Uncia Asset Management now announced a second Alternative UCITS fund: Uncia Small Premia, an Equity long/short fund focusing on European small and mid cap stocks. The fund will seek to outperform its composite benchmark – 30% Stoxx 600 In...

During June, we added 29 new Alternative UCITS funds to our LuxHedge database, the biggest monthly increase in 2017 sofar. Multi Strategy and Equity Hedge funds were the most popular categories with respectively 10 and 8 launches each...

Tages Capital and New York-based alternative investment manager Atreaus Capital announce the launch of the Tages Atreaus Macro UCITS Fund. The new fund is the fifth Alternative UCITS fund that launches on the Tages platform and offers investors access to Atreaus’ macro strategies within UCITS g...

HFR's HFRI Index advanced with +0.4% in June (+3.7% YTD), the eighth consecutive monthly gain and the 15th gain in the last 16 months. Performance was led by Equity Hedge, Event driven and Fixed income Relative Value strategies that all continued to perform strong. With implied volatilities near his...

H2O announced that it acquired 51% of Arctic Blue, an asset management company managing USD 200m through a managed account and a Cayman fund. The deal is pending FCA approval. Artic Blue will operate out of H2O’s London platform but remains a separate management entity with investment products th...

nvestmentEurope reports that Chinese asset management firm ChinaAMC has launched an absolute return sub-fund within its Luxembourg-domiciled Sicav ChinaAMC Ucits Fund. The ChinaAMC Summerspring Fund has been soft-launched in June 2017 and primarily invests in China-related listed stocks globally...

Tages Capital announced the launch of the Tages Rotella UCITS Fund in partnership with Chicago & Bellevue based Rotella Capital Management . This will be the fourth sub-fund of Tages International Funds SICAV, a UCITS-compliant umbrella fund structure domiciled in Luxembourg and regulated by the CSS...

Winton, the British-based investment manager founded by David Harding in 1997, is launching an Absolute Return Futures fund on Monday July 3rd. The fund will be UCITS-compliant and regulated by the Central Bank of Ireland and has been designed for UK defined contribution pension schemes, financial a...

Neuberger Berman has extended its alternative fund range with the launch of the Neuberger Berman Uncorrelated Strategies Fund, a sub-fund of their Irish-domiciled UCITS umbrella. The fund is intended for investors who desire less correlated outcomes and access to alternative strategies at a much low...

The value of assets in collective investment funds globally stood at €38.3trn ($42.68trn) at the end of May, following an increase in AUM of €696bn ($775.8bn), according to data published by Thomson Reuters Lipper. Compared to a year ago, assets increased by nearly 13%, or $4.88trn, of which $1....

Tages Capital announces that P. Schoenfeld Asset Management (PSAM) will act as the manager of the Tages PSAM Credit Fund, an existing sub-fund of Tages International Funds (a UCITS-compliant umbrella fund structure). The new Fund’s focus will remain a credit long/short investment strategy. Origina...

The European Fund and Asset Management Association (EFAMA) has today published its latest Quarterly Statistical Release describing the trends in the European investment fund industry in the first quarter of 2017. UCITS registered net sales of EUR 202 billion, a sharp increase with respect to......

During May, we added 11 new Alternative UCITS funds to our LuxHedge database which is less than the average 20 funds per month that were added since the beginning of 2017. Quite notably 3 new Alternative UCITS Fund of Funds were launched, where we would typically only see 1 per month. We also added ...

Eaton Vance has launched a defensive equity fund designed to recover strongly from ‘stress’ events, the company has announced. The Ucits-compliant Eaton Vance International (Ireland) Parametric Global Defensive Equity fund will be overseen by the US group’s subsidiary Parametric Po...

Investor priorities have shifted since the 2008 financial crisis, but one trend is clear : transparency has become paramount. A global EIU survey of asset managers and institutional investors, sponsored by Northern Trust, suggests that transparency has leapt in importance following the financial cr...

JP Morgan has reportedly teamed with Morningstar to launch a new strategy that will provide investors with access to a synthetic basket of liquid alternative funds. The new strategy, named the JP Morgan Morningstar Alternative Strategy, will rely on Morningstar’s investment management team to sele...

Signs of economic growth, steady US yields and a calm dollar greenlit a rebound in global risk assets after last week’s declines, according to the latest Weekly Brief from Lyxor’s Cross Asset Research team. Less noise about the controversial Trump’s ties to Russia and a......

Neuberger Berman has broadened its suite of alternative investment solutions with the launch of two UCITS funds employing collateralised index put writing strategies. The Neuberger Berman US Equity Index PutWrite and Global Equity Index PutWrite funds seek to generate attractive risk-adjusted return...

Brussels, 24 May 2017: The European Fund and Asset Management Association (EFAMA) has today published the 9th Edition of its Asset Management Report.  The report focuses on the value of assets managed by regulated third-party asset managers in Europe, providing detailed data on the location......

Candriam Investors Group has launched a long/short equity fund aimed at stocks benefiting from digital disruption and the so-called ‘uberization’ of the economy, Citywire Selector can reveal. Read more…...

The low yield and low rates environment has pushed fund selectors to seriously appraise their fixed income allocations. For one investment professional, potential for income generation lies in an unexpected area of the Alternative Ucits market. Read more…...

During April, we added 20 new Alternative UCITS funds to our LuxHedge database. Following the trend of the last two quarters, we noticed a big inflow of newly launched funds with a Macro focus. Contrary to the past months, there were only a limited amount......

Cohen & Steers is set to unveil its Luxembourg-domiciled Global Preferred Securities fund later this month to be run by William Scapell. The new vehicle is a sub-fund of the firm’s Luxembourg UCITS platform and will begin trading on 15 May. Read more…...

In the Global (ex US) peer group, the Alternative Ucits sectors taking in the most estimated net flows over the first quarter of 2017 was Multi Strategy, which accrued estimated net flows of €2.14 billion across all funds tracked by Citywire in the sector. Read......

As one of the fastest-growing segments of the fund management world, the Alternative Ucits market brings many offbeat ideas to investors seeking returns, as well as putting forward new ways in which to shield investors from unpredictable markets. Read more…...

CTAs should not be viewed as an insurance policy for Alternative Ucits fund managers, according to GSAM’s Rob Mullane. Read more…...

During March, we added 21 new Alternative UCITS funds to our LuxHedge database, all but one with a daily liquidity. Following the trend of the past months, the biggest inflow in number of alternative UCITS is seen in funds with an equity hedge or Macro......

Absolute return funds should fulfil a specific role in a portfolio, argues Sam Liddle – and nobody expects or wants their goalkeeper rushing up the pitch to try and score. The question of exactly what constitutes ‘absolute return’ taxes fund managers and investors in the......

Alternative UCITS funds combine absolute returns with a relatively low risk level. The return characteristics look like Hedge Funds but Alternative UCITS are considerably safer, more prudent and transparent in their operations. For these reasons, they have gained tremendously in popularity over the ...

Liquid alternative fund manager ABR Dynamic Funds has launched a new UCITS-compliant equity-based systematic absolute return fund in conjunction with Swiss distributor OpenFunds. Read more…...

The Global Fundamental Equity fund, a UCITS fund, is a value-orientated mandate that will use an investment process based on qualitative analysis, supported by quantitative analysis. Read more…...

During January 2017, we recorded a strong net growth of 5 bn EUR in Assets under Management that entered into Alternative UCITS funds. We added 21 new Alternative UCITS funds to our database, all of which offer daily liquidity. The biggest inflow in number of......

We are proud to announce the appointment of Tim Vanvaerenbergh as the new CEO of LuxHedge, our financial technology and investment advisory boutique that is specialized in Alternative UCITS funds and fund selection....

In the expectation that central banks will maintain easy monetary policy, Standard Life Investments’ Gars team is looking at three areas to find income. Read more…...

Managed account platforms allow institutions to broaden out their hedge fund allocations and invest in emerging managers with confidence, thanks to the strong operational controls they provide. Read more…...

Niki Natarajan looks at how liquid alternative strategies could be the answer to the current low-interest-rate and high-volatility environment, even if it seems counter-intuitive. Read more...

Absolute return has topped European fund flows for October, attracting €2.1bn for the month, while equity was the only asset class for the month that saw outflows losing €3.5bn, according to Thomson Reuters Lipper figures. Read more…...

Lombard Odier Investment Managers (LOIM) has acquired AlphaGen Capital’s Volantis investment management team from Henderson Group. The team manages more that $1 billion (€900 million) in UK equity long/short and long only strategies. Read more…...

The rise in hedge fund returns reported this week was not celebrated in equal measure by all investors, as funds with a higher level of regulation lagged less regulated funds. Read more…...

Assets managed by alternative Ucits funds have grown 26% on average annually since 2008 to reach almost €400 billion – and two thirds of institutional investors expect to increase their allocations further moving forward, research has found. Read more…...

Deutsche Bank has carved out a new business called Global Investment Solutions that brings its hedge fund managed account platform, its retail structured products unit db-X Markets and alternativeUcits out of the asset management unit and into the investment bank, where they will sit alongside...

Lyxor Asset Management has debuted a new multi-manager fixed income UCITS fund that seeks to address the asymmetric risk faced by investors confronted with the very low returns generated by fixed income investments and the risk of a rise in interest rates. Read more…...

Axa Investment Managers has hired Jérôme Brochard and Hector Chan from Goldman Sachs as part of Pierre-Emmanuel Juillard’s new liquid absolute return team, named Axa IM Chorus. Read more…...

In the latest rebalance of its Invest Approved List, FE has removed the £26bn Standard Life Global Absolute Return Strategies (GARS) vehicle, amid increased scrutiny of the absolute return sector. Read more…...

The macroeconomic headwinds and elevated volatility currently serving as a cornerstone for much of the prevailing investor uncertainty show little sign of receding. Read more…...