Ucits Press Releases

19. Jan 2012

PROSPER launches a new UCITS Long/Short US Equity fund

PROSPER FUNDS SICAV has announced the launch of PROSPER Stars & Stripes Fund, a new long/short fund investing in US equities with a UCITS compliant strategy. PROSPER Stars & Stripes Fund is managed by Independence Capital Asset Partners, LLC (ICAP), a US-based hedge fund manager.

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18. Jan 2012

Investors most positive on Global Macro and Global Emerging Markets Alternative UCITS Strategies

ML Capital Asset Management, the investment manager and promoter of the MontLake UCITS platform, is delighted to present the 5th edition of the quarterly ML Alternative UCITS Barometer (ML Barometer). The Barometer is designed to help identify and anticipate key trends in the demand for the major strategies within the Alternative UCITS sector.

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18. Jan 2012

Threadneedle launches European Equities Absolute Return Fund

A pioneer in the regulated absolute return space, leading international asset manager Threadneedle Investments (Threadneedle) has today launched the Threadneedle (Lux) European Absolute Alpha Fund responding to client appetite for a UCITS European equities absolute alpha product. The fund will be invested in Pan-European equities and is managed by Paul Doyle.

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21. Nov 2011

Rapidly growing UCITS Platform MontLake agrees groundbreaking deal for German and Swiss markets

n its latest survey on the growing market for Alternative UCITS, ML Capital observed a dramatic increase in demand for CTA’S, which is at an all-time high, with 57% of respondents committed to the sector. ML Capital surveyed a diverse range of active Alternative UCITS investors, who collectively manage €80 billion and today invest upwards of €30 billion into Alternative UCITS products.

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24. Oct 2011

UCITS investors seeking CTA strategies

n its latest survey on the growing market for Alternative UCITS, ML Capital observed a dramatic increase in demand for CTA’S, which is at an all-time high, with 57% of respondents committed to the sector. ML Capital surveyed a diverse range of active Alternative UCITS investors, who collectively manage €80 billion and today invest upwards of €30 billion into Alternative UCITS products.

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22. Aug 2011

SEI Introduces Functionality To Support UCITS IV Requirements

SEI (NASDAQ:SEIC) announced today the launch of new tools designed to assist investment managers in meeting mandatory requirements under the Undertakings for Collective Investment in Transferable Securities IV (UCITS) Directive. SEI has developed an online solution to simplify the production and servicing of the required Key Investor Information Document (KIID), while also enhancing its portfolio compliance monitoring system to account for UCITS-specific investment restrictions.

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18. Aug 2011

Morgan Stanley and Perella Weinberg Partners Capital Management LP Launch UCITS Fund

Morgan Stanley (NYSE: MS) today announced the launch of a new fund under its UCITS Irish Umbrella, FundLogic Alternatives Plc. The MS Perella Weinberg Partners Tōkum Long/Short Healthcare UCITS Fund will be managed by Perella Weinberg Partners, an independent financial services firm with approximately US$8.2 billion of assets under management. The new fund will offer access to a global long/short equity strategy focused on the healthcare industry (including biotechnologies, pharmaceuticals and companies engaged in the medical technology and services businesses) and will seek attractive risk-adjusted returns.

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16. Aug 2011

TRYCON: Managed futures funds shine with solid returns amidst turmoil

The picture since the end of July seems quite familiar: equity markets have been under enormous pressure globally, which leaves investors asking themselves whether their hedge fund and other alternative investments will hold out. In 2008, such expectations were profoundly disappointed. During equity bear markets, it is particularly managed futures funds that tend to exhibit a strong negative correlation, which is to say that they can generate profits in that kind of environment.

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18. Jul 2011

UCITS investors seeking Event Driven strategies

In its latest survey on the growing market for Alternative UCITS, ML Capital observed Merger Arbitrage as the highest demanded strategy by the spectrum of Alternative UCITS investors, with 79 percent of all respondents planning to increase or maintain their exposure in the coming quarter.ML Capital surveyed a diverse range of active Alternative UCITS investors, who collectively manage €50 billion and today invest upwards of €10 billion into Alternative UCITS products.

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07. Jul 2011

Morgan Stanley and Cohen & Steers Launch UCITS III Fund

London, July 7, 2011 – Morgan Stanley (NYSE/ MS) today announced the launch of a new fund under its UCITS Irish Umbrella, FundLogic Alternatives Plc. The new fund, a global long/short strategy focused on listed real estate, will be managed by Cohen & Steers Capital Management Inc., which currently manages approximately US$40 billion. Morgan Stanley will act as promoter.

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27. Jun 2011

Skyline Capital Management LLP to launch a Global Long/Short Emerging Markets UCITS fund on the MontLake Platform

Geneva, 27th June, 2011: Today, ML Capital has announced that it will be launching its third new fund in as many months, the Skyline UCITS Fund, on the MontLake UCITS Platform. Such progress is in keeping with its mandate to become the leading independent UCITS platform provider of choice for managers seeking market-share within the rapidly expanding UCITS industry.

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06. Jun 2011

Bernheim Dreyfus launching new Ucits M&A Fund

Bernheim Dreyfus, the Paris-based investment manager, has launched a mergers and acquisitions fund regulated under UCITS III rules to meet increased investor demands for more liquid and transparent investments in this sector of market activity. The Diva Synergy (Ucits) fund will be regulated by the French Financial Authority (Autorité des marchés financiers) and will replicate the event-driven Diva Synergy Fund, which has a successful 4-year track record.

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17. May 2011

Para Advisors LLC to launch a UCITS III compliant fund on the MontLake UCITS Platform

ML Capital has today announced that Para Advisors LLC a New York based event driven fund manager with a current AUM of c. $350 million, will shortly launch the Para International UCITS Fund on the MontLake UCITS Platform. The UCITS fund will be managed in the same investment style as Para’s flagship U.S. offering, an event driven multi-strategy fund that has an annualized compounded net return of 11.5% since its founding in 1991.

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13. May 2011

Morgan Stanley and Ascend Capital Launch UCITS III Fund

Morgan Stanley (NYSE: MS) today announced the launch of a new fund under its Ucits Irish Umbrella, FundLogic Alternatives. San Francisco based Ascend Capital, LLC, which runs approximately US$3.2 billion, has been appointed investment manager to the MS Ascend UCITS Fund with Morgan Stanley acting as promoter. The new fund, an opportunistic U.S. focused long/short equity strategy will seek to maximize gains and minimize volatility over an extended period of time, while generating alpha on both the long and short side of the portfolio.

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09. May 2011

DUNN Capital Management, LLC to launch a UCITS III compliant fund on the MontLake UCITS Platform

ML Capital has announced that DUNN Capital, one of the world’s leading commodity trading advisors with a current AUM of over $1B, will soon launch the DUNN WMA UCITS Fund on the MontLake UCITS Platform.  WMA (World Monetary and Agriculture) DUNN’s flagship long-term trend-following program, has experienced an annualized return of 14.61% from its inception in 1984.

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28. Apr 2011

UCITS investors seeking Global Macro and Event Driven strategies

In its latest survey on the growing market for New UCITS (NUCITS*), ML Capital has seen that the largest growth in investor demand this quarter, has been for Global Macro strategies. 87 percent of respondents are planning to increase or maintain their exposure to macro funds.

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13. Apr 2011

Och-Ziff Capital Management Group und Bank of America Merrill Lynch legen Och-Ziff European Multi- Strategy UCITS Fund auf

Och-Ziff Capital Management Group (Och-Ziff) und Bank of America Merrill Lynch geben die Auflegung des Och-Ziff European Multi-Strategy UCITS Fund bekannt. Anleger erhalten damit Zugang zur europäischen Investment-Expertise von Och-Ziff, als Teil der UCITS-III-Fondsplattform von Bank of America Merrill Lynch.

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12. Apr 2011

Och-Ziff Capital Management Group and Bank of America Merrill Lynch Launch the Och-Ziff European Multi-Strategy UCITS Fund

Och-Ziff Capital Management Group (Och-Ziff) und Bank of America Merrill Lynch geben die Auflegung des Och-Ziff European Multi-Strategy UCITS Fund bekannt. Anleger erhalten damit Zugang zur europäischen Investment-Expertise von Och-Ziff, als Teil der UCITS-III-Fondsplattform von Bank of America Merrill Lynch.

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11. Apr 2011

Morgan Stanley and Sandler O’Neill Asset Management Launch UCITS III Fund

Morgan Stanley (NYSE: MS) today announced the launch of a new fund under its Ucits Irish umbrella, FundLogic Alternatives. The new fund will be managed by New York based Sandler O’Neill Asset Management, LLC (“SOAM”) and will offer access to a long/short equity strategy focused on the U.S. financial services industry.

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04. Apr 2011

RAB Capital plc launches two UCITS III funds

RAB Global Mining and Resources UCITS Fund RAB Gold and Precious Equities UCITS Fund 5th and 6th funds on LFG's Liquid Alpha UCITS Platform (LAUP)

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01. Apr 2011

Act II Capital Specialist Equities Fund launches as UCITS III

• Launched on 1 April 2011 • Initial size USD 50m • Daily liquidity UCITS III Luxembourg SICAV, operated by Luxembourg Financial Group • Will follow the Act II Capital Fund, which has delivered 10.4% annualized returns since launch in 2002. • 4th fund to start trading on LFG’s Liquid Alpha UCITS Platform (LAUP), with a further 5 funds to be launched shortly.

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22. Mar 2011

Quant Global Equities Fund launches as UCITS III

• Launched on 15 March 2011 • Initial size USD 24m • Daily liquidity UCITS III Luxembourg SICAV, operated by Luxembourg Financial Group; • Will follow the QAM Global Equities Fund, which has delivered 18.5% annualized returns since launch in 2004. • 3rd fund to start trading on LFG’s Liquid Alpha UCITS Platform (LAUP), with a further 6 funds to be launched shortly.

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28. Feb 2011

Ignis launches Absolute Return Government Bond Fund

- New low-volatility retail fund to target cash-plus performance in all market conditions using Ignis’ successful institutional rates process - Long/short investment strategy will take positions in developed market sovereign bonds and AAA supranational bonds - Fund will offer both low volatility* and diversification, with returns lowly correlated to traditional equity and bond funds - Launched following considerable demand from IFAs seeking a developed market government bond fund that targets positive returns regardless of market direction.

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11. Feb 2011

AQR Capital Management und Bank of America Merrill Lynch legen AQR Global Relative Value UCIT Fund auf

AQR Capital Management (AQR) und Bank of America Merrill Lynch geben die Auflegung des AQR Global Relative Value UCITS Fund bekannt. Anleger erhalten über diesen Fonds Zugang zur erfolgreichen Global Relative Value Investment Strategie von AQR Capital Management als Teil der UCITS-III-Fondsplattform von Bank of America Merrill Lynch. Im Rahmen eines teamorientierten Investmentprozesses unter der Führung von Ronen Israel verfolgt der AQR Global Relative Value UCITS Fund einen diversifizierten Ansatz mit Alternativen Investmentstrategien. Dazu zählen Strategien, die auf Bewertungsdifferenzen zielen (Arbitrage), aktienorientierte Strategien (Equity) und globale, mehrere Anlageklassen ausnutzende Strategien (Global Macro).

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10. Feb 2011

AQR Capital Management and Bank of America Merrill Lynch Launch the AQR Global Relative Value UCITS Fund

AQR Capital Management (AQR) and Bank of America Merrill Lynch today announce the launch of the AQR Global Relative Value UCITS Fund (Fund), offering access to AQR Capital Management’s successful Global Relative Value investment style as part of Bank of America Merrill Lynch’s UCITS III compliant funds platform. The Fund, employing a team-managed investment process led by Principal Ronen Israel, pursues a diversified investment approach across Arbitrage, Equity and Macro Strategies.

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03. Feb 2011

LFG’s UCITS Platform, LAUP: first two managers go live

LFG is pleased to announce that the first two funds on its Liquid Alpha UCITS Platform (LAUP);  CastleRock Asset Management’s US Liquid Equities Fund; and  Sabre Fund Management’s All Weather Fund. both launched on 1 February 2011. CastleRock launched with $25m of assets, and Sabre with $22m. Full information on each fund is available for institutional investors on www.laup.lu.

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01. Feb 2011

Deutsche Bank and Traxis launch UCITS fund

Deutsche Bank and Traxis Partners ("Traxis") are pleased to announce the launch of a UCITS compliant version of the Traxis Global Equity Macro fund. The UCITS fund, called DB Platinum Traxis Global Equity Macro (‘the Fund’), was launched on Deutsche Bank’s DB Platinum platform on 1 February 2011. The fund will be managed by Traxis in accordance with the strategy managed by Barton Biggs in a similar way to the Traxis Global Equity Macro fund, modified where needed to comply with UCITS regulations.

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26. Jan 2011

GAM launches UCITS III global convertible bond fund

GAM continues to expand its UCITS III absolute return range with the launch of GAM Star Global Convertible Bond, The fund is co-managed by experienced in-house managers Ben Helm and Alex McKnight and is backed by the resources of the wider GAM fixed income team. The managers employ a flexible, value-driven investment approach designed to perform across market environments and to have low correlation to both equities and bonds.

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16. Dec 2010

SEB platform hosts Fusion Asset Management currency UCITS fund

SSEB Enskilda today announced that Fusion Asset Management, the London-based investment manager, launches a new UCITS fund via SEB Prime Solutions. This is the third launch on SEB’s UCITS platform since its inception three months ago. The SEB Prime Solutions-Fusion LIBOR+ 800 Currency UCITS Fund is a cash management-style product, targeting returns of 800 basis points over LIBOR. It is a carry strategy with daily liquidity, trading spot G10 currencies only. Fusion has been running the underlying strategy for two years in its Cayman fund and on a managed account basis.

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14. Dec 2010

GSB Podium Advisors LLC is launching a UCITS version of its successful equity statistical arbitrage strategy on the Alpha UCITS platform

SB Podium Advisers was founded in March 2010 by New York-based Shengbei Guo who ran since early 2005 the Deutsche Bank Noetic Equity Long/Short Fund which at its peak had more than $1 billion assets under management. After a short stint at Galleon Quantitative Management as CIO, Guo decided to launch his own alternative management firm. It is probably one of the larger hedge fund launches in 2010 so far, having been seeded with $175m.

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10. Dec 2010

Salus Alpha wins “Most Innovative Hedge Fund” at the HFR European Fund of Hedge Funds Awards 2010

Salus Alpha Investment Group prevailed at the prestigious European Fund of Hedge Funds 2010 Ceremony on November 24. The award for the Most Innovative Hedge Fund was conferred on the Salus Alpha Event Driven Fund. The esteemed Hedge Funds Review Awards are among the most sought after accolades in the industry.

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02. Dec 2010

Mirabaud to acquire shareholding in Prosper and joint-manage multi- manager UCITS fund

Mirabaud is to engage in a partnership with Prosper Professional Services SA in an alternative asset allocation fund in Luxembourg geared to the European UCITS III directive. Mirabaud is teaming up with Prosper as of December 15 to manage a multi-manager fund likely to total almost EUR 100 million in volume by the end of the year. This will enable Mirabaud to ramp up its portfolio management service. The fund will be distributed in Switzerland once it has been approved by FINMA. Mirabaud is acquiring a minority stake in Prosper.

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18. Nov 2010

Societe Generale launches turnkey UCITS Funds Solution

Societe Generale launches a UCITS Fund Solution for fund managers setting up or redomiciling funds under UCITS regulations. The new service provides an easily accessible, one-stop solution combining the custody, trustee, administration, execution and finance tools required to set up UCITS compliant funds, along with the core services required to operate them.

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04. Nov 2010

Feri EuroRating nominates Salus Alpha RN Special Situations

The rating agency Feri EuroRating Services AG has announced its nominees for the Feri EuroRating Awards 2011. Due to its innovative approach and extraordinary performance the six independent experts from Germany, Austria and Switzerland nominated Salus Alpha RN Special Situations for the special Fund Innovations Award.

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19. Oct 2010

Top Performing UCITS-III Absolute Return Fund has opened up to new institutional investors and attracts new assets in excess of EUR 100m

Quaesta Capital GmbH, the Frankfurt (Germany) based alternative investment manager, launched a UCITS-III Opportunistic/Macro Fund with daily liquidity, capitalizing on 5.5 years of UCITS-III compliant track record and an average 14.33% annual net performance. Quaesta Capital was founded 2005 and manages EUR 2 bn +.

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27. Sep 2010

GAM legt neuen Fonds GAM Star Absolute Global Emerging Markets auf

GAM verfügt über eines der umfassendsten Angebote an UCITS-III-Produkten in der Branche. Nun bietet GAM seine erfolgreiche Equity Long/Short-Strategie für Schwellenmärkte zum ersten Mal auch als Onshore-Version an. Der neue, täglich gehandelte Fonds investiert in Schwellenmärkte und konzentriert sich dabei neben den Kernländern der BRIC-Staaten auch auf „neue BRIC-Märkte“ wie die Türkei, die Golfstaaten, Indonesien, Ägypten sowie andere afrikanische Volkswirtschaften und ASEAN-Staaten

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17. Aug 2010

Nomura launches new UCITS III fund – HFRq UCITS III Fund

Nomura, the global investment bank, has launched the HFRq UCITS III Fund (the Fund). The Fund gives investors exposure to the HFRq UCITS III Index (the Index), in a regulated, transparent and cost effective manner. The Fund is the latest in the series of open-ended UCITS III compliant funds on the Enovara plc platform.

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11. Aug 2010

Griffin Eastern European Value Fund is the best performing Emerging European Newcits fund according to Citywire Newcits analysis

Griffin Eastern European Value Fund has been ranked the best Emerging European fund in Citywire's analysis of top-performing Newcits funds of the past year. With the return of 23% over the past 12 months (in Euro terms) the Fund is ranked the third best of Citywire's entire Newcits universe covering over 500 funds.

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04. Aug 2010

Doors open at Apex Fund Services Luxembourg servicing three new fund platforms

Luxembourg: Apex Fund Services, the independent and leading global fund administration business, is delighted to announce that it has today opened its Luxembourg office. Apex will begin providing administration services from Europe’s largest fund domicile to its growing number of global clients. The Luxembourg office opens with 10 UCITS and regulated SIF SICAV (Société d'Investissement À Capital Variable) funds.

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02. Aug 2010

GAM launches UCITS III global systematic quant fund with Wadhwani Asset Management

GAM has continued to expand its existing range of UCITS III funds to include a highly liquid, systematic, managed futures fund managed by Dr Sushil Wadhwani, Founder and CEO of Wadhwani Asset Management. This is the first time that investors have been able to access these strategies in an onshore, regulated format.

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06. Jul 2010

Salus Alpha RN Special Situations approved for public distribution in Germany

With immediate effect Salus Alpha’s latest product, Salus Alpha RN Special Situations (ISIN AT0000A0GZ08 (Accumulator), ISIN AT0000A0GYY7 (Distributor)) is registered for public distribution in Germany. The fund had a grandiose start, since the launch on 22 March the fund raised USD 25 million from new investors. The fund was up 3.14% after its first month and has an outstanding YTD performance of 2.85%.

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28. Jun 2010

GAM launches GAM Star Emerging Market Rates

GAM has launched its sixth UCITS III hedge fund in Switzerland in the last six months and now has one of the industry’s widest ranges of strategies in this area. GAM has expanded its range to include an onshore version of its successful emerging market interest rate and currency strategy managed by Paul McNamara and Caroline Gorman. GAM Star Emerging Market Rates provides daily liquidity and is tax efficient for onshore clients. The fund aims to generate returns of 10% per annum above LIBOR.

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21. Jun 2010

Matrix launches the Matrix Lazard Opportunities Fund

Matrix announced today the launch of its second UCITS III fund. The Matrix Lazard Opportunities Fund, is managed by Matrix Money Management, who has appointed Lazard Asset Management as its Sub Investment Manager. The Lazard Asset Management team, headed by Sean Reynolds, aims to achieve absolute returns through a combination of capital appreciation and income.

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17. Jun 2010

Threadneedle launches American Absolute Alpha Fund

Threadneedle announces the launch of the Threadneedle (Lux) American Absolute Alpha Fund, reinforcing the company’s absolute return fund range which has attracted total AUM of US$3bn*. The fund is a SICAV under UCITS III regulation, which gives fund manager Stephen Moore increased flexibility in strategy and fund positioning.

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07. Jun 2010

Salus Alpha is targeting acquisitions to grow market share

Salus Alpha is looking for possible takeover targets. "We constantly look for opportunities," said Oliver Prock CEO of Salus Alpha, "Salus Alpha has grown a lot in the last few years; we have successfully established a number of unprecedented UCITS III hedge funds products - now we are ready for taking the next step. We are constantly looking for potential targets.”

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02. Jun 2010

Harcourt launches Vonda UCITS Fund

Harcourt Investment Consulting AG (Harcourt) is pleased to announce the launch of Vonda UCITS Fund. Vonda UCITS combines the performance of hedge fund investments with the benefits of the UCITS Framework, which provides EU-regulated liquidity, transparency and diversification guidelines. The Fund aims to produce long term absolute returns, with a target return of Libor + 4% p.a. over a business cycle and a target volatility between 6% and 8% p.a.

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28. May 2010

GAM launches GAM Star Absolute Europe

GAM has expanded its range of UCITS III absolute return funds to include GAM Star Absolute Europe, a daily dealing, onshore version of its successful European equity long/short strategy managed by in-house Investment Director, Mark Hawtin. Using the investment flexibility offered by UCITS III regulations, the fund aims to capture market upside and long-term capital appreciation with low correlation to equity markets and low volatility.

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17. May 2010

Matrix launches its first UCITS III Fund

Matrix announces the launch of its first UCITS III fund. The Matrix Asia UCITS Fund will be one of the very few pan-asian long/short equity funds and will be managed by Rupert Foster who has 16 years experience in managing Asian long/short funds. Rupert also manages the Matrix Asia Fund, an unregulated Cayman domiciled fund which has a similar investment objective to the Matrix Asia UCITS Fund.

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12. May 2010

Laffitte Risk Arbitrage II Fund becomes UCITS III

Laffitte Capital Management has decided to modify its Laffitte Risk Arbitrage II fund’s vehicle. From the 12th of May 2010, the FCP ARIA-EL Laffitte Risk Arbitrage II becomes a UCITS III diversified fund. This transformation is not modifying either the strategy or the management of this fund focused on Merger Arbitrage in North America and in Europe.

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10. May 2010

QCM launches UCITS compliant managed futures fund

Quality Capital Management ('QCM'), the UK-based systematic macro hedge fund manager, today announces the launch of the DB Platinum IV QCM GDP Index Fund (“QCM GDP UCITS Fund”). This UCITS III compliant fund, which offers daily liquidity, is registered in Luxembourg and is part of Deutsche Bank’s db funds platform (“DB”). It replicates the investment profile and performance of QCM’s flagship managed futures product, Global Diversified Programme (“GDP”).

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30. Apr 2010

Merrion Investment Managers launches UCITS European long/short equity fund

Merrion Investment Managers has recruited a specialist long short equity team, comprised of Michael Nicol and Alistair MacDonald, to manage a new UCITS III European Absolute Return Fund. The new fund combines the expertise of an experienced team with the stability of Merrion’s established UCITS platform. The fund is targeting an absolute return of 15% to 20% per annum with annualised volatility between 7.5% and 10%. It has been launched with US$20 million of initial investment.

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26. Apr 2010

The Silk Road Income Fund – Access the high yields of the frontier markets in Africa, the Middle East and Central Asia

The pioneering Silk Road Income Fund was launched in October 2009. It gives investors exposure to a range of frontier fixed income markets, previously inaccessible to mainstream European investors in the shape of a UCITS compliant fund. The ground-breaking Luxembourg SICAV was launched to compliment Silk Invest’s equity offerings, namely the African Lions and Arab Falcons funds. As its name implies, the geographic remit of the fund is Africa, the Middle East and the Central Asia, leveraging of Silk Invest’s position as a market leader in these geographies.

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08. Apr 2010

ESAF and BAF launch a new Fund of UCITS III Funds

ESAF – Espírito Santo International Management, S.A. (Lux) announces the launch of a new Fund of UCITS III Funds. ESAF – Espírito Santo Gestão de Patrimónios, S.A, the Investment Manager designated BAF (Blue Activos Financeiros – SGP, S.A) as Investment Advisor of the Fund. This new Luxemburg Fund, Dynamic Alpha Portfolio UCITS III is one of the first to be launched in Europe in this new generation of strongly regulated “Flexible Investment Funds”.

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08. Mar 2010

GAM launches GAM Star Pharo Emerging Market Debt & FX

GAM has enhanced its range of UCITS III funds to include a directional, highly liquid, emerging market debt and currency fund managed by Pharo Global Advisors Limited. GAM Star Pharo Emerging Market Debt & FX will invest the majority of its assets in emerging market government and quasi-government cash bonds, and currency futures and forwards. The fund aims to generate returns of between 5% and 10% per annum above the JP Morgan EMBI Global Diversified Composite Index. Pharo combines a rigorous risk management approach with a flexible, disciplined trading style in order to generate outperformance.

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03. Mar 2010

TRYCON launches UCITS III compliant absolute return fund

TRYCON G.C.M. AG has begun trading of its new UCITS III fund TRYCON Basic Invest HAIG (ISIN LU0451958309). In this second, more conservative fund, the German absolute return boutique invests in a wide range of financial markets, both long and short. The fund pursues a multi-strategy approach, combining a range of purely systematic trend following and trend independent models.

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26. Feb 2010

AEGON ASSET MANAGEMENT LAUNCHES UK EQUITY ABSOLUTE RETURN FUND

AEGON Asset Management is launching a UK Equity Absolute Return Fund which aims to capitalise on the group’s successful UK equity investment process from its award winning UK equity team*. The fund intends to provide investors with positive absolute returns regardless of the direction of UK stocks. It will do this through investing in long and short positions in UK listed equities, with a strong focus on reducing volatility and preserving capital.

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25. Feb 2010

CAAN DO APPROACH DELIVERS HAT‐TRICK FOR INSYNERGY

INSYNERGY Investment Management (“INSYNERGY”) today announces the signing of another exclusive investment management agreement, bringing the talent and expertise of India’s largest asset management company – Reliance Capital Asset Management Limited (RCAM) ‐ to the marketplace for the very first time.

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18. Feb 2010

Salus Alpha und Roland Neuwirth starten Special Situations-Fonds

Das Schweizer Investmenthaus Salus Alpha holt mit dem Österreicher Roland Neuwirth einen Partner an Bord, der sich über viele Jahre als Aktienanalyst und Broker international einen Namen gemacht hat. Gemeinsam wurde nun ein Aktienfonds entwickelt, der in Spezial-Situationen investiert. Salus Alpha managet den Fonds und wird dabei von Roland Neuwirth beraten.

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08. Feb 2010

GAM legt GAM Star Global Rates auf

GAM hat seine Palette von UCITS-III-Fonds durch eine Onshore-Version der erfolgreichen Global Macro Zins- und Währungsstrategie, die von Investment Director Adrian Owens verwaltet wird, erweitert. Der Fonds strebt eine Rendite in Höhe des Libor plus 8-12% p.a. über einen gleitenden Drei- bis Fünfjahreszeitraum an. Der GAM Star Global Rates investiert in ein breites Spektrum von Staatsanleihen und Währungen, um Marktineffizienzen auszunutzen. Dabei konzentriert er sich auf reife Märkte mit reichlich vorhandener Liquidität.

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04. Feb 2010

AEGON ASSET MANAGEMENT LAUNCHES GLOBAL OPPORTUNITIES FUND

AEGON Asset Management is launching a Global Opportunities Fund targeting investors wanting global macro exposure. The AEGON Global Opportunities Fund aims to provide institutional and professional retail investors with competitive absolute returns from a diversified global portfolio.

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01. Feb 2010

Macquarie Funds Group launches new UCITS III Funds

Macquarie Funds Group (MFG), the asset management arm of Macquarie Group, has launched three new funds under its UCITS III compliant Luxembourg SICAV umbrella fund, Macquarie Fund Solutions. The funds are:

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27. Jan 2010

Salus Alpha Commodity Arbitrage in Deutschland zum Direktvertrieb zugelassen

Ab sofort ist das neueste Produkt aus dem Hause Salus Alpha, der Salus Alpha Commodity Arbitrage (ISIN AT0000A0EYP0 (VT), ISIN AT0000A0EYM7 (A)) auch in Deutschland zum öffentlichen Vertrieb zugelassen.

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26. Jan 2010

Thames River to launch Real Estates Securities Fund

Thames River Capital confirms the planned launch of the Thames River Real Estate Securities Fund in Q1 2010*. The Fund will be one of the first UCITS III vehicles of its kind aiming to provide market plus returns and a measure of downside protection within a regulated structure. Managed by James Wilkinson and Marcus Phayre-Mudge, it will offer daily liquidity and a high level of transparency via investments focussed on listed real estate companies in Europe.

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25. Jan 2010

GLG launches UCITS III version of flagship UK Alternative Fund

GLG Partners LP ("GLG"), the Financial Services Authority ("FSA") authorised and regulated investment manager, will next month launch the GLG Alpha Select (UCITS III) Fund (the "UCITS Fund"), a UCITS III version of GLG's flagship UK long/short equity fund, subject to the necessary regulatory approvals.

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25. Jan 2010

Merchant Capital has launched a Groundbreaking UCITS Platform for Hedge Fund Managers of all Sizes

Merchant Capital Ltd. has launched a UCITS III umbrella structure that will provide hedge fund managers, including small- to mid-sized firms, with a seamless and cost- effective vehicle for running their own UCITS III funds. Merchant Capital bucks the trend of the few firms that offer a UCITS umbrella by enabling a faster route to market for managers. Historically, it has taken between three and six months to construct and bring to market a UCITS product.

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25. Jan 2010

Smith & Williamson Investment Management launches UCITS III version of the Enterprise Fund

Smith & Williamson Investment Management (SWIM) is pleased to confirm that, following shareholder and regulatory approval, the Enterprise Fund became a Dublin-domiciled UCITS III fund with effect from 18th January 2010. It is now a new sub-fund of the Smith & Williamson Investment Funds PLC umbrella company based in Dublin. The fund, which has a UK equity long/short mandate and assets of around £75m has an absolute return mandate.

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25. Jan 2010

“Win – Win” für Investoren!

2009 stand die Managed Futures Branche aufgrund der durch zufällige Preissprünge schwer identifizierbaren Trends, einer herausfordernden Situation gegenüber. Dennoch bleiben Managed Futures Fonds die beste und einzige Portfolio Versicherung. Managed Futures haben einige inhärente Vorteile, die man bei anderen Alternative Investments nicht findet.

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13. Jan 2010

Dalton Strategic Partnership launches new European Absolute Return Fund

Dalton Strategic Partnership (DSP), the global investment specialists, will launch the MST European Fund on 1st February 2010 as a sub-fund of the Melchior Selected Trust, a Luxembourg SICAV. The new Fund will aim to deliver positive absolute returns, uncorrelated to equity or bond markets.

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11. Jan 2010

Investec Asset Management launches three new UCITS III funds

Investec Asset Management is pleased to announce the launch of three new funds which use the full investment powers of UCITS III. The Luxembourg-domiciled funds will add to the expanding Global Strategy Fund range, Investec Asset Management’s internationally distributed fund range. The funds will be aimed at international investors, discretionary buyers, fund of funds and institutional buyers on a global basis and will be distributed via selected networks. The three funds, which are also registered for distribution in the UK, are as follows:

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Interviews

Interview with Joëlle Hauser, Kremer Associés & Clifford Chance

Joëlle Hauser worked for Arendt & Medernach, UBS Luxembourg and Clearstream International before being appointed as Partner at Clifford Chance in Luxemburg in 2001. She is specialising in investment funds including the set-up and structuring of funds which includes retail, real estate, private equity and hedge funds.

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Interview with Charles Muller, Association of the Luxembourg Fund Industry

Charles Muller studied law in Paris and London and is a former Luxembourg barrister. He held various legal positions in the retail, corporate and private banking departments of Banque Générale du Luxembourg, before being appointed Deputy Secretary General of the Bank.

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