Equity Long / Short Directional

Strategy Research, 17 Dec 2013

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 -10.7
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
Argonaut Absolute Return Directional 15.5
InRIS Parus Directional 9.4
Odey Swan Directional 6.7
Credit Suisse Small and Mid Cap Alpha Long... Directional 6.1
UBS Equity Opportunity Long Short Directional 5.9
Pictet Corto Europe Directional 5.3
Veritas China Directional 4.7
U Access (IRL) Shannon River Directional 4.3
Lumyna - ZEAL Greater China Long Short Directional 4.2
HI EMIM Africa Fund Directional 3.8

Bottom Funds YTD

YTD
H2O Global L/S Opportunities Directional -40.6
Algebris Financial Equity Fund Directional -35.3
Polar Capital UK Absolute Equity Directional -30.8
Merian UK Dynamic Equity Directional -28.4
SWMC Small Cap European Directional -22.6
KLS CDAM Global Opportunities Directional -22.5
SWMC European Fund Directional -21.5
Liontrust GF European Strategic Equity Directional -21.1
Platinum World Portfolios - International ... Directional -20.6
Kairos Pegasus UCITS Directional -19.6

Largest New Launches (12M)

AUM
U Access (IRL) Shannon River £93m
Franklin K2 Electron Global UCITS Fund £69m
Franklin K2 Wellington Technology Long Short UC... £27m
Franklin K2 Chilton Equity Long Short UCITS Fund £25m
Odey Special Situations £7m

Largest Directional Funds

AUM
Schroder GAIA Egerton Equity £879m
Ardevora Global Equity Fund £742m
Alliance Bernstein Select Absolu... £669m
Schroder GAIA Sirios US Equity £595m
Odey Absolute Return £590m

Largest Inflows (Q4'19 - Q4'18)

Change AUM
Varenne Global £203m £0m
Brilliance China Core Long Short... £107m £0m
Serviced Platform Select Equity £64m £161m
BANOR SICAV Greater China Equity £58m £134m
Merian UK Dynamic Equity £57m £509m

Largest Outflows (Q4'19 - Q4'18)

Change AUM
Kairos Pegasus UCITS £-441m £443m
DNCA Invest - Venasquo £-368m £123m
Alken Fund Absolute Return Europe £-344m £292m
InRIS Parus £-250m £116m
Alliance Bernstein Select Absolu... £-211m £669m

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