nhx_july2016

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NHX Performance Review - July 2016 Funds count: 155 Month in Review Nordic hedge funds, as expressed by the Nordic Hedge Index NHX, gained an estimated 1.5% in July. Year-to-date, the NHX Composite index has gained 1.9%. The Nordic hedge fund universe benefited from the risk seeking environment that characterized market action during the month with all sub-strategies contributing positively to performance. Equity hedge strategies outperformed gaining 2% on the month while CTAs continued its winning streak adding 1.3%. Multi-strategy funds gained 1.3% followed by fund of funds and fixed income hedge funds gaining 1% and 0.7% respectively.

Sub-Strategy and Country-by-Country Performance 10%

5%

8%

4%

6% 3% 4% 2% 2% 1%

0% -2%

0% NHX CTA

NHX Equities

NHX Fixed Income

MTD

NHX Multi-Strategy

NHX Fund O f Funds

NHX Composite

NHX Denmark

NHX Finland

YTD

NHX Norway

MTD

The NHX Composite gained an estimated 1.5% in July. Equity strategies led the way (+2%) followed by CTAs (+1.3%), Multi-Strategy (+1.3%), Fund of Funds (+1%) and Fixed Income (+0.7%).

NHX Sweden

YTD

On a country-by-country level, Norway was the strongest performer on the month followed by Denmark, Finland and Sweden. Denmark is by far the best performing country year-to-date.

NHX Composite Historical Monthly Returns (91% updated NAVs) JAN

FEB

MAR

APR

MAY

JUN

JUL

AUG

SEP

OCT

NOV

DEC

Year

2016

-1.07

0.32

0.23

0.31

0.56

0.11

1.45

2015

2.32

1.37

0.94

-0.18

0.43

-1.49

1.21

-1.51

-0.51

0.84

1.68

-0.48

4.63

2014

0.29

1.72

-0.1

0.05

1.25

0.27

-0.06

0.76

0.06

-0.05

1.17

0.04

5.5

2013

1.84

0.57

0.49

0.56

0.78

-1.31

0.69

-0.44

1

1.41

1

1.01

7.82

2012

1.73

1.44

0.24

-0.06

-0.35

-0.55

1.9

0.32

0.21

-0.61

0.42

0.89

5.68

2011

-0.2

0.48

0.25

1.33

-0.95

-1.52

0.03

-1.82

-1.01

0.7

-0.46

0.56

-2.6

2010

0.31

0.09

1.8

0.77

-1.56

-0.71

0.71

0.4

1.6

1.06

0.31

3.34

8.34

2009

0.47

-0.37

1.14

2.41

2.95

0.03

1.94

1.49

1.72

0.14

0.75

0.61

14.04

2008

-1.1

1.82

-0.79

0.5

1.2

-1.54

-1.37

0.09

-4.35

-3.61

-0.54

-0.46

-9.85

2007

1.13

0.18

0.96

1.46

1.08

0.28

-0.42

-1.45

0.87

1.09

-1.54

0.32

3.99

2006

1.72

0.73

2.17

0.98

-1.25

-0.05

-0.22

0.95

0.68

1.02

1.45

2.02

10.63

2005

0.76

1.45

0.37

-0.57

1.25

1.66

1.51

0.5

1.72

-1.43

1.67

1.99

11.37

1.91

Nordic Business Media AB | Corporate No.: 556838-6170, Stockholm SE-103 89 | Phone: +46 (0) 8 5333 8688 | Email: kamran@hedgenordic.com There is a substantial risk of loss in trading commodity futures, options and off-exchange foreign currency products. Past performance is not indicative of future results.


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nhx_july2016 by HedgeNordic - Issuu