Category Archives: UCITS

UCITS HFS Index starts positively into the year, up 1.09% in January 2015

By | Hedge Fund Statistics, UCITS, UCITS HFS Index | No Comments

Having finished 2014 with a modest performance of 1.62%, the UCITS HFS Index starts positively into the year with gains of 1.09% in January 2015. After the first full week of trading the broad index returned profits of 0.18%. Week two added additional 0.18%, but it was the third week with gains of 0.86% that ensured a positive monthly result. The forth week of the month only caused a small dent as it saw the UCITS HFS Index drop -0.14%. Of all funds tracked 71.03% reported profits in January 2015.

Chart 01/2015

Read More

Taking a look back at 2014: the UCITS HFS Index in numbers

By | Hedge Fund Statistics, UCITS, UCITS HFS Index | No Comments

The UCITS HFS Index recorded a moderately positive 2014, although it did not start into the year too well with a January performance of -0.15%. After it turned positive in February it never turned negative from a year to date perspective again, despite seven down months. The fact that the biggest monthly loss was only -0.29% contributed to this as well as that the highest monthly return (0.82%) occurred right in February. The UCITS HFS Index finishes 2014 with a performance of 1.62% for the year, only -0.24% below its all-time high just reached after the first week in December 2014.

chart 2014 year

Read More

UCITS HFS Index takes small year end loss, down -0.10% in December 2014

By | UCITS, UCITS HFS Index | No Comments

After having reported gains of 0.81% in November, the UCITS HFS Index has to take a small loss in December 2014 of -0.10%. The broad index started positively into the month with profits of 0.14% in week one. Things changed drastically in the second week with losses of -0.83%. Although the UCITS HFS Index experienced a positive second half of December with gains of 0.33% and 0.23% in the third and forth week respectively, it was not enough to finish the year on an all time high. Of all funds tracked 48.22% reported profits in December 2014. Read More

Interview with Dee Ruddy, KPMG Luxembourg

By | Interview, Regulation, UCITS | No Comments

Dee RuddyDee Ruddy is a Director at KPMG in Luxembourg and works in the Regulatory Advisory department advising investment managers on the regulatory frameworks at EU and Luxembourg level governing their business activities. Dee’s main areas of expertise are the AIFMD and UCITS frameworks. As she recently authored a report that summarizes the status quo of the financial regulation and its likely impact on the finance industry we were interested to hear what fund managers have to look out for going forward. Read More