El análisis de los flujos por categorías de fondos nos ofrece una visión sobre el apetito de los inversores por determinados tipos de activos, estrategias o fondos.
Dentro de los fondos de gestión alternativa, son los productos multiestrategia los que acumulan la mayor parte del patrimonio y flujos durante los últimos años. Sin embargo, en lo que va de año (hasta cierre de mayo), los fondos de renta variable long/short son la segunda categoría (después de los fondos global macro) que acumulan mayores entradas netas a nivel europeo con más de 3.400 millones de euros.
A continuación, detallamos los fondos de renta variable long/short disponibles a la venta en España que cuentan con mayores flujos de entrada (incluimos también, a modo informativo, los fondos market neutral).
Fondo | Sello Funds People | Categoría | Patrimonio (euros) | Flujos 2018 | Flujos a 1 año | Flujos a 3 años |
Old Mutual Global Equity Absolute Return Fund | AB | Market Neutral | 13.420.076.402 | 3.996.403.279 | 6.061.629.463 | 11.478.199.887 |
Janus Henderson UK Absolute Return Fund | ABC | Long/Short Equity | 4.886.471.815 | -6.996.332 | 871.421.248 | 3.884.968.110 |
Polar Capital UK Absolute Equity Fund | Long/Short Equity | 1.529.018.389 | 234.622.295 | 709.430.757 | 1.176.908.044 | |
Merrill Lynch IS - Marshall Wace Tops UCITS | BC | Market Neutral | 3.645.955.877 | 285.114.010 | 591.526.224 | 1.820.052.007 |
DNCA Invest Velador | Long/Short Equity | 1.157.295.392 | 108.142.397 | 538.087.633 | 1.207.301.126 | |
Man GLG Alpha Select Alternative | Long/Short Equity | 726.840.256 | 463.572.593 | 526.345.790 | 617.215.953 | |
Sycomore L/S Opportunities | C | Long/Short Equity | 951.715.564 | 293.005.138 | 438.762.327 | 712.135.566 |
RAM (Lux) SF - Long/Short European Equities | Market Neutral | 1.023.485.669 | 273.717.650 | 409.785.989 | 787.377.168 | |
BNY Mellon Absolute Return Equity Fund | B | Market Neutral | 2.348.224.693 | 330.717.257 | 393.457.883 | 1.378.425.499 |
Man GLG European Equity Alternative | Market Neutral | 1.137.032.178 | 432.084.146 | 393.410.894 | 467.537.893 | |
H2O Fidelio Fund | Market Neutral | 421.039.736 | 215.516.192 | 348.917.248 | ||
Carmignac Portfolio Long-Short European Equities | Long/Short Equity | 468.764.767 | 244.724.601 | 312.080.342 | 237.621.294 | |
BlackRock SF - Americas Diversified Eq Absolute Return | Market Neutral | 865.433.789 | 237.744.801 | 286.331.905 | 798.742.023 | |
Memnon Fund - European Market Neutral | Market Neutral | 409.489.256 | 216.800.949 | 278.421.124 | ||
Man GLG Innovation Equity Alternative | Long/Short Equity | 300.982.120 | 176.452.937 | 265.497.528 | ||
Allianz Global Investors Fund - Allianz Structured Return | Long/Short Equity | 360.234.356 | 208.927.274 | 247.491.656 | ||
JPMorgan Funds - US Opportunistic Long-Short Equity Fund | Long/Short Equity | 323.808.684 | 105.425.493 | 239.747.311 | ||
Pictet TR - Atlas | Long/Short Equity | 459.977.044 | 129.606.936 | 228.396.143 | ||
Melchior Selected Trust - Velox Fund | Long/Short Equity | 481.666.703 | 198.724.761 | 227.660.682 | ||
Pictet TR - Corto Europe | Long/Short Equity | 455.541.100 | 160.773.001 | 223.867.548 | 302.540.841 | |
Lyxor/Sandler US Equity Fund | Long/Short Equity | 244.439.773 | 214.112.039 | 222.482.215 | ||
FundLogic Alternatives plc - CZ Absolute Alpha UCITS Fund | Market Neutral | 296.130.791 | 64.028.817 | 220.011.306 | ||
Eleva Absolute Return Europe | Long/Short Equity | 282.560.567 | 173.169.092 | 206.867.367 | ||
Man GLG European Mid-Cap Equity Alternative | Long/Short Equity | 654.842.877 | 139.799.345 | 195.887.510 | 668.494.865 |