Equity Long / Short Directional

Strategy Research, 06 Dec 2021

Index Research Funds

Sub Index - Equity Long / Short Directional

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2021 -0.8 3.4 1.2 2.0 0.9 -0.3 -1.0 1.0 -0.7 1.3 -1.9 1.4 6.4
2020 -0.4 -3.2 -7.4 4.9 1.7 2.0 1.7 2.9 -1.1 -1.0 6.3 3.3 9.2
2019 3.2 1.0 0.5 1.6 -2.2 2.1 0.5 -0.9 -0.4 0.4 1.1 2.0 9.1
2018 2.6 -1.3 -1.2 0.5 0.8 -0.5 0.5 -0.7 -0.5 -4.5 -0.3 -3.3 -7.8
2017 1.7 0.8 0.9 0.6 1.6 0.1 1.4 0.9 0.5 1.7 0.2 0.8 11.7
2016 -3.9 -1.1 0.7 -0.5 0.9 -1.6 2.6 0.4 0.5 -0.5 -0.2 0.7 -2.3
2015 0.8 2.1 1.0 1.1 1.4 -1.5 0.4 -2.1 -1.5 1.8 0.2 -0.2 3.6
2014 -0.3 2.8 -1.2 -1.9 0.4 0.2 -0.6 1.4 -0.1 -0.2 1.7 0.2 2.3
2013 4.1 1.2 0.9 0.5 2.3 -2.1 3.0 -0.8 1.9 2.8 1.7 1.8 18.7
2012 2.7 3.3 -0.3 -0.5 -3.3 0.6 0.8 1.0 1.4 1.1 1.2 1.2 9.4
2011 -0.3 0.4 0.4 1.4 -0.8 -0.4 -0.5 -3.6 -4.4 3.9 -1.5 -0.1 -5.4
2010 -1.3 2.0 2.3 0.2 -1.9 -1.4 1.3 -0.1 4.9 1.7 0.3 2.9 11.3
Download Index Return Series

Top Funds YTD

YTD
VT - Clear Peak Capital UK Long/Short Equity Directional 11.2
LF Brook Absolute Return Directional 9.6
Odey Swan Directional 8.4
Majedie Tortoise Directional 7.9
Brook European Focus Absolute Return Directional 7.4
BANOR SICAV Mistral Long Short Equity Directional 7.2
Liontrust GF European Strategic Equity Directional 6.4
Boston Partners Global Long/Short Directional 5.7
BDLCM Funds - Rempart Directional 5.3
Montlake Tosca UCITS Directional 5.1

Bottom Funds YTD

YTD
Summit Sustainable Opportunities L/S Equit... Directional -12.9
Ardevora UK Equity Directional -11.6
BNP Paribas Environmental Absolute Return ... Directional -11.0
Ardevora Global Equity Fund Directional -11.0
DECALIA Muse Directional -10.2
Jupiter Financial Innovation Fund Directional -10.2
Varenne Global Directional -9.1
Franklin K2 Chilton Equity Long Short UCIT... Directional -9.1
JPM US Opportunistic Long/Short Equity Directional -8.9
U Access (IRL) Shannon River Directional -8.8

Largest Directional Funds

AUM
Varenne Valeur £1.6b
Pictet TR - Corto Europe £1.0b
Ardevora Global Equity Fund £972m
Pictet Mandarin £932m
Alliance Bernstein Select Absolu... £802m

Largest Inflows (Q3'21 - Q3'20)

Change AUM
Varenne Valeur £666m £1.6b
Varenne Valeur £577m £1.6b
Pictet TR - Corto Europe £385m £1.0b
Pictet Mandarin £341m £932m
BNP Paribas Environmental Absolu... £319m £319m

Largest Outflows (Q3'21 - Q3'20)

Change AUM
BANOR SICAV Greater China Equity £-181m £155m
Brilliance China Core Long Short... £-162m £197m
Schroder GAIA Sirios US Equity £-137m £242m
Schroder GAIA Sirios US Equity £-133m £242m
Ardevora UK Equity £-116m £40m

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