UCITS Hedge Fund Index – Results of Quarterly Industry Survey Q3 2011

The UCITS Alternative Index Team is delighted to present the latest edition of the UAI Quarterly Industry Survey for Q3 2011. Based on answers from market participants, the report provides insight information on the state and evolution of the UCITS hedge fund industry.

The study was sent to all market participants receiving the UCITS Alternative Index performance updates. We take this opportunity to warmly thank all respondents.

The first part of the survey focuses on recent performances while the second part concentrates on future allocation trends and investment opportunities.

Key Findings

  • Fund of Hedge Funds and Long/Short Equity funds are the most disappointing strategies in 2011.
  • Investors are most likely to increase their allocation to Macro and CTA funds, rather than decrease it, and are most likely to decrease their allocation to Event Driven and Long/Short Equity funds.
  • 44% of respondents expect systematic strategies to perform better than discretionary strategies in Q4.
  • 51% of respondents believe the current market environment will have either a positive impact or no impact at all on the growth of UCITS hedge funds.

However, 60.7% of respondents believe recent performances will have a negative impact on new UCITS hedge funds launches.

About Alex Akesson

Alex has been specializing in hedge fund and alternative investment news since April 2006. Working mainly in research and manager interviews, she has published breaking news on the hedge fund industry on her blog, as well as several industry publications. Her access to hedge fund managers gives her insight into news stories as well, and the ability to track press releases and other breaking news in real time.
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