Absolute UCITS Strategy Descriptions
Single Manager Strategies
Asia excluding Japan
Funds invested in equities in Asia Pacific countries* excluding Japan, using long/short strategies.
*These include Australia, Hong Kong, China, India, Indonesia, Malaysia, New Zealand, Pakistan, Philippines, Singapore, South Korea, Taiwan, Thailand, and Vietnam.
Asia including Japan
Funds invested in equities in Asia Pacific countries* including Japan, using long/short strategies.
Funds invested in equities in the greater China region - Hong Kong, Taiwan and China - using long/short strategies.
Funds investing directly into physical commodities..
Convertible & Equity Arbitrage
Funds that invest in convertible securities, normally also taking short positions in its underlying common stock, and using leverage to generate returns from movements in volatility, equity or credit.
Funds invested in all types of debt instruments other than government debt, i.e. with some credit risk – such as asset back securities, corporate or municipal bonds.
Funds invested in the currency markets including the spot market, options and forward contracts.
Funds investing in the securities of companies currently going through distressed situations i.e. bankruptcy and other corporate reorganizations.
Emerging Markets Debt
Funds invested in debt instruments of emerging markets including Russia and Eastern Europe.
Emerging Markets Equity
Funds invested in equities of emerging markets, including Russia and Eastern Europe.
Equity Market Neutral & Quantitative Strategies
Funds using quantitative methods with market neutral approaches, primarily in equities.
Funds investing in European equities, using long/short strategies.
Funds which take positions in companies involved in corporate events, such as mergers, spin-offs, take-overs and ‘special situations’.
Funds generally investing long and short and with leverage in government bonds but may also invest in corporate bonds and global fixed income securities.
Funds invested in global equities, using long/short strategies.
Funds invested in Japanese equities, using long/short strategies.
Japanese Market Neutral
Funds invested in Japanese equity strategies that maintain a market neutral exposure (equally long and short).
Funds that take long and short positions in various asset classes based on macroeconomic analysis.
Funds that invest long and short in various asset classes through futures markets, usually with a systematic trend-following approach..
Mixed Arbitrage & Multi-Strategy
Funds with more than one market neutral or relative value strategy that aim to generate profits through arbitraging pricing inefficiencies.
Funds invest in African equities, using a long/short strategy.
Funds investing long/short specifically in technological equities such as those in the biotech and pharmaceutical sectors.
Funds invested long/short in U.S. equities.
Funds investing long/short in volatility as an asset class.
Multi Manager Strategies
Funds of funds that invest in arbitrage related funds.
Funds of funds that invest in European long/short equity hedge funds.
Funds of funds that invest in a variety of strategies investing in Europe.
Global Multi Strategy
Funds of funds that combine a variety of strategies.
Funds of funds that invest in equity funds focusing on global equities.
Funds of funds that invest in managed futures funds.