Equity Long / Short Directional

Strategy Research, 13 Nov 2020

Index Research Funds

Sub Index - Equity Long / Short Directional

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2020 -0.4 -3.2 -7.4 4.9 1.7 2.0 1.7 2.9 -1.1 -1.0 -0.5
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
Veritas China Directional 54.3
BANOR SICAV Greater China Equity Directional 46.7
Alger SICAV - Alger Dynamic Opportunities ... Directional 38.7
Incline Global Long/Short Equity UCITS Directional 36.6
Infusive Consumer Alpha Global Leaders Fund Directional 34.7
Platinum World Portfolios - Asia Fund Directional 34.6
Lumyna - ZEAL Greater China Long Short Directional 34.4
Odey Absolute Return Directional 31.5
Franklin K2 Electron Global UCITS Fund Directional 30.8
Janus Henderson Horizon China Fund Directional 27.4

Bottom Funds YTD

YTD
H2O Global L/S Opportunities Directional -31.3
Arcus Japan Long/Short Directional -21.7
Odey Swan Directional -20.5
Finlabo Dynamic US Equity Directional -20.3
Uni-Global - Alternative Equities Compass ... Directional -16.5
BANOR SICAV Mistral Long Short Equity Directional -15.6
MontLake New Mountain Vantage UCITS Directional -15.2
Kairos Pegasus UCITS Directional -14.9
Liontrust GF European Strategic Equity Directional -13.9
BANOR SICAV North America Long Short Equity Directional -11.6

Largest New Launches (12M)

AUM
MontLake Virtuoso £15m

Largest Directional Funds

AUM
Schroder GAIA Egerton Equity £921m
Ardevora Global Equity Fund £896m
Varenne Valeur £773m
Pictet Mandarin £636m
Alliance Bernstein Select Absolu... £599m

Largest Inflows (Q3'20 - Q3'19)

Change AUM
Pictet Mandarin £292m £636m
Brilliance China Core Long Short... £167m £189m
BANOR SICAV Greater China Equity £149m £252m
Ardevora Global Equity Fund £137m £896m
Varenne Valeur £129m £773m

Largest Outflows (Q3'20 - Q3'19)

Change AUM
Kairos Pegasus UCITS £-345m £228m
Alken Fund Absolute Return Europe £-264m £169m
Schroder GAIA Sirios US Equity £-244m £384m
Danske Eastern Europe Absolute £-199m £8m
Kairos International SICAV - Key £-176m £336m

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