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 -0.4
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
Odey Special Situations Directional 16.1
Jupiter International Financials Directional 12.8
Argonaut Absolute Return Directional 12.4
Alger SICAV - Alger Dynamic Opportunities ... Directional 10.7
U Access (IRL) Shannon River Directional 9.8
Incline Global Long/Short Equity UCITS Directional 8.1
Franklin K2 Wellington Technology Long Sho... Directional 7.3
Serviced Platform Select Equity Directional 7.1
Veritas China Directional 6.9
Ardevora UK Equity Directional 6.4

Bottom Funds YTD

YTD
MontLake Ronit Global Opportunities Directional -8.7
Odey Swan Directional -7.7
DNB ECO Absolute Return Directional -7.1
BANOR SICAV Mistral Long Short Equity Directional -6.5
BANOR SICAV North America Long Short Equity Directional -6.4
Ennismore European Smaller Companies Directional -5.8
Platinum World Portfolios - Japan Fund Directional -5.3
H2O Global L/S Opportunities Directional -4.8
Platinum World Portfolios - International ... Directional -4.7
Uni-Global - Alternative Equities Compass ... Directional -4.0

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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