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ML Quarterly Investor Survey December 2014

ML Capital Asset Management, the investment manager and promoter of the MontLake UCITS Platform,Barometer is designed to help identify and anticipate key trends in the demand for the major strategies within the Alternative UCITS sector.

The capital introductory team at ML Capital survey a diverse range of 60 investors who collectively manage almost $600 billion and today invest upwards of $65 billion into Alternative UCITS, reflecting the widening of the investor base for regulated alternative products in Europe. Respondents range from insurance and pension funds to private banking organisations, with a significant constituent of financial advisers that deal with the primary source of Alternative UCITS inflows, the mid-net-worth investor.

Commenting on the highlights of the latest Barometer, Kenneth Sim, Sales Director of ML Capital;

"2014 was an interesting year for the hedge fund sector and for the Liquid Alternatives space in particular. Asset levels are now at all-time highs, and as investors attempt to de-risk their investment portfolios, we are predicting a significant increase in the overall asset level within the Alternative UCITS sphere in 2015.

Many investors that we speak to are at present actively seeking to allocate to strategies that can achieve solid returns less dependent on pure market movements. The focus is squarely on areas such as Alternative Fixed Income, Multi Strategy and Global Macro funds at present, with a healthy uptick towards the Emerging Market sector, with the Asian region specifically at the forefront.

We anticipate that the bulk of the flow will be directed to either those managers that have conservatively positioned their portfolios, or to those strategies such as Global Macro and Alternative Fixed Income which generate their returns from a variety of sources and are less dependent on the overall direction of equities.

CTA and Managed Futures strategies are especially well positioned to attract substantial flows as they tend to thrive in volatile markets. Our latest results verify this with a tenfold increase predicted by investors looking to aggressively move into the strategy".

To receive the Barometer, please contact james@mlcapital.com