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 4.9 1.7 2.0 1.7 2.9 1.6
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 46.4
Odey Special Situations Directional 36.4
Argonaut Absolute Return Directional 32.7
BANOR SICAV Greater China Equity Directional 31.5
Alger SICAV - Alger Dynamic Opportunities ... Directional 30.9
Incline Global Long/Short Equity UCITS Directional 25.6
Infusive Consumer Alpha Global Leaders Fund Directional 25.2
Lumyna - ZEAL Greater China Long Short Directional 24.5
Pictet Mandarin Directional 19.6
Platinum World Portfolios - Asia Fund Directional 18.7

Bottom Funds YTD

YTD
H2O Global L/S Opportunities Directional -35.9
Algebris Financial Equity Fund Directional -32.2
Liontrust GF European Strategic Equity Directional -23.3
BANOR SICAV Mistral Long Short Equity Directional -22.5
Arcus Japan Long/Short Directional -21.2
Finlabo Dynamic US Equity Directional -18.8
MontLake New Mountain Vantage UCITS Directional -16.6
Kairos Pegasus UCITS Directional -16.5
Uni-Global - Alternative Equities Compass ... Directional -16.4
Odey Swan Directional -16.1

Largest New Launches (12M)

AUM
U Access (IRL) Shannon River £146m
Franklin K2 Electron Global UCITS Fund £56m
Franklin K2 Wellington Technology Long Short UC... £31m
Franklin K2 Chilton Equity Long Short UCITS Fund £23m
Odey Special Situations £14m

Largest Directional Funds

AUM
Schroder GAIA Egerton Equity £881m
Ardevora Global Equity Fund £869m
Alliance Bernstein Select Absolu... £599m
Pictet Corto Europe £585m
Pictet Mandarin £504m

Largest Inflows (Q2'20 - Q2'19)

Change AUM
Varenne Global £147m £0m
Brilliance China Core Long Short... £142m £189m
Pictet Mandarin £119m £504m
Ardevora Global Equity Fund £118m £869m
BANOR SICAV Greater China Equity £111m £219m

Largest Outflows (Q2'20 - Q2'19)

Change AUM
Kairos Pegasus UCITS £-473m £261m
Alken Fund Absolute Return Europe £-288m £207m
Kairos International SICAV - Key £-231m £336m
Schroder GAIA Sirios US Equity £-201m £457m
Odey Absolute Return £-195m £475m

or Register for Free

  • Access the full universe of UCITS Hedge Funds and Absolute Return Funds.
  • Build and curate a watchlist.
  • View the latest research.
Close Current Site Absolute Hedge is a market leading UCITS research database providing proprietary research on funds, themes and strategies in the UCITS space. Kepler Trust Intelligence is produced by the investment companies team at Kepler Partners and is the UK’s premier source of detailed qualitative research on investment trusts. Kepler Liquid Strategies is a Dublin domiciled UCITS fund platform featuring a number of best-of-breed fund managers. Kepler Partners is a corporate advisory and asset raising boutique specialising in the regulated funds market in Europe and investment trusts in the UK.