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
2019 3.2 1.0 0.5 1.6 -2.2 2.1 0.5 -0.9 -0.4 0.4 1.1 7.0
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
BANOR SICAV Greater China Equity Directional 40.1
Infusive Consumer Alpha Global Leaders Fund Directional 25.7
SWMC European Fund Directional 25.4
Portland Hill Catalyst Driven Strategy Directional 25.4
Ardevora Global Equity Fund Directional 24.3
Merian UK Dynamic Equity Directional 23.0
Incline Global Long/Short Equity UCITS Directional 22.6
Serviced Platform Select Equity Directional 22.6
Jupiter International Financials Directional 21.8
Ardevora UK Equity Directional 21.5

Bottom Funds YTD

YTD
Odey Swan Directional -20.6
DNB ECO Absolute Return Directional -20.3
Odey European Focus Absolute Return Directional -17.4
MontLake Ronit Global Opportunities Directional -13.9
Uni-Global - Alternative Equities Compass World Directional -8.2
Pictet Corto Europe Directional -5.4
Blackwall Europe L/S Fund Directional -5.1
Finlabo Dynamic Equity Directional -3.3
Finlabo Dynamic US Equity Directional -3.1
SWMC Small Cap European Directional -2.3

Largest Directional Funds

AUM
Schroder GAIA Egerton Equity £909m
Ardevora Global Equity Fund £759m
Alliance Bernstein Select Absolu... £701m
Schroder GAIA Sirios US Equity £628m
Kairos Pegasus UCITS £574m

Largest Inflows (Q3'19 - Q3'18)

Change AUM
Pictet Mandarin £64m £344m
Odey European Focus Absolute Return £46m £95m
Serviced Platform Select Equity £32m £153m
Pictet Corto Europe £27m £549m
Odey Swan £26m £249m

Largest Outflows (Q3'19 - Q3'18)

Change AUM
Alken Fund Absolute Return Europe £-475m £433m
Kairos Pegasus UCITS £-415m £574m
Sycomore L/S Opportunities £-406m £415m
InRIS Parus £-286m £148m
Alliance Bernstein Select Absolu... £-282m £701m

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