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Trend funds propped up by gold and silver in June, Societe Generale says

Created at 13 Jul · 9:51 AM1 source↑ Market-relevant
IN SHORT

Trend-following hedge funds saw slight losses in June, as gold and silver trades offset declines in crude oil, coffee, and the Australian dollar, according to Societe Generale. Despite June's dip, these funds remain up over 9% for the year.

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Key Numbers

0.1%average negative return for trend funds in June
9%year-to-date return for trend funds and CTAs
11%highest positive return for funds tracked
8%highest negative return for funds tracked
18%rise in New York cocoa futures since June 23
8%gain in wheat prices since June 23

Who's Involved

Societe Generale
French bank providing hedge fund performance data
Nell Mackenzie
Reuters reporter
Amanda Cooper
Reuters editor
Barbara Lewis
Reuters editor

↳ Why This Matters

The performance of trend-following hedge funds provides insight into market sentiment and the effectiveness of strategies that capitalize on sustained price movements, particularly in volatile commodity and currency markets influenced by inflation and interest rate expectations.

Key facts

  • Trend-following hedge funds had an average negative return of 0.1% in June.
  • Gold and silver trades helped offset losses in crude oil, coffee, and the Australian dollar.
  • For the year to date, trend funds and CTAs are up over 9%.
  • New positions since June 23 included long bets on cocoa and short wagers on wheat.
  • The most crowded trades were in interest rates.

Trend-following hedge funds experienced a slight negative return of 0.1% in June, according to a note from Societe Generale seen by Reuters. This marginal dip was largely due to losses in crude oil, coffee, and the Australian dollar, which were offset by profitable trades in gold and silver. Despite the June performance, these systematic hedge funds and commodity trading advisors (CTAs) remain up over 9% for the year to date. The note indicated that fund returns for the year so far have ranged from a positive 11% to a negative 8%. New positions initiated since June 23 included long bets on cocoa and short wagers on wheat. However, recent price movements in cocoa (up over 18%) and wheat (up over 8%) suggest these new positions may have already incurred losses. The most crowded trades, according to the data cited, were in interest rates.

Frequently asked questions

Trend-following hedge funds, also known as systematic hedge funds or CTAs (Commodity Trading Advisors), use algorithms to ride market trends until they dissipate.

While gold is often seen as an inflation hedge, it tends to weaken in periods of higher interest rates because it offers no yield, making interest-bearing assets more attractive.

The most crowded trades, according to the Societe Generale note, were in interest rates.

What Happens Next

01Further analysis of hedge fund performance in July will be available.

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How It Developed

Trend-following hedge funds experienced a slight negative return of 0.1% in June.
Trades in gold and silver largely offset losses in crude oil, coffee, and the Australian dollar.
Systematic hedge funds and commodity trading advisors are up over 9% for the year.
New positions included long bets on cocoa and short wagers on wheat.
Crowded trades were concentrated in interest rates.

Sources

T1
Trend funds propped up by gold and silver in June, Societe Generale saysReuters

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