Equity Long / Short Directional

Strategy Research, 06 Dec 2021

Index Research Funds

Sub Index - Equity Long / Short Directional

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2022 -2.9 -1.6 -0.2 -1.6 0.1 -3.0 -9.0
2021 -0.8 3.4 1.2 2.0 0.9 -0.3 -1.0 1.0 -0.7 1.3 -1.9 1.3 6.3
2020 -0.4 -3.2 -7.4 4.9 1.7 2.0 1.7 2.9 -1.1 -1.0 6.3 3.3 9.2
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 Swan Directional 63.3
Seahawk Equity Long Short Fund Directional 20.8
Liontrust GF Tortoise Fund Directional 16.5
Liontrust GF European Strategic Equity Directional 14.6
Finlabo Dynamic US Equity Directional 14.0
Argonaut Absolute Return Directional 13.0
VT - Clear Peak Capital UK Long/Short Equity Directional 12.4
BANOR SICAV Mistral Long Short Equity Directional 12.3
Brook European Focus Absolute Return Directional 9.3
Boston Partners Global Long/Short Directional 9.1

Bottom Funds YTD

YTD
Jupiter Financial Innovation Fund Directional -33.7
Alkeon UCITS Directional -33.6
DECALIA Muse Directional -29.0
Merian UK Dynamic Equity Directional -28.5
Incline Global Long/Short Equity UCITS Directional -28.4
Portland Hill Fund SICAV - ESG Catalyst Dr... Directional -26.8
Franklin K2 Wellington Technology Long Sho... Directional -25.7
Summit Sustainable Opportunities L/S Equit... Directional -25.7
Ardevora UK Equity Directional -25.3
Lumyna - ZEAL Greater China Long Short Directional -24.9

Largest Directional Funds

AUM
Varenne Valeur £1.5b
Pictet TR - Corto Europe £1.1b
Alliance Bernstein Select Absolu... £817m
Pictet Mandarin £785m
Ardevora Global Equity Fund £729m

Largest Inflows (Q1'22 - Q1'21)

Change AUM
Varenne Valeur £435m £1.5b
Pictet TR - Corto Europe £381m £1.1b
Serviced Platform Select Equity £237m £485m
Alliance Bernstein Select Absolu... £233m £817m
Varenne Global £175m £441m

Largest Outflows (Q1'22 - Q1'21)

Change AUM
Brilliance China Core Long Short... £-302m £197m
Ardevora Global Equity Fund £-244m £729m
BANOR SICAV Greater China Equity £-241m £127m
BNP Paribas Environmental Absolu... £-195m £156m
Schroder GAIA Egerton Equity £-156m £705m

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.