Equity Long / Short Directional

Strategy Research, 13 Nov 2020

Index Research Funds

Sub Index - Equity Long / Short Directional

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2021 -0.8 -0.8
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 22.3
Arcus Japan Long/Short Directional 17.7
Odey Special Situations Directional 12.3
Algebris Financial Equity Fund Directional 11.8
Finlabo Dynamic Emerging Markets Directional 11.1
BANOR SICAV Greater China Equity Directional 10.1
Charlemagne OAKS Emerging and Frontier Opp... Directional 9.8
Summit Sustainable Opportunities L/S Equit... Directional 8.5
BDLCM Funds - Rempart Directional 8.0
Finlabo Dynamic US Equity Directional 8.0

Bottom Funds YTD

YTD
Wellington Disruptive Technology and Innov... Directional -13.8
Wellington Global Health Care Long-Short Fund Directional -8.4
UBS Equity Opportunity Long Short Directional -6.7
Franklin K2 Chilton Equity Long Short UCIT... Directional -5.6
Ardevora Global Equity Fund Directional -5.3
Ennismore European Smaller Companies Directional -3.5
AQR Delphi Long-Short Equity Strategy UCITS Directional -3.5
Incline Global Long/Short Equity UCITS Directional -3.0
Kairos International SICAV - Key Directional -2.6
Ardevora UK Equity Directional -2.1

Largest New Launches (12M)

AUM
Ambienta X Alpha £357m
Summit Sustainable Opportunities L/S Equity Fund £38m
Wellington Disruptive Technology and Innovation... £9m
MontLake Virtuoso £4m

Largest Directional Funds

AUM
Ardevora Global Equity Fund £977m
Schroder GAIA Egerton Equity £901m
Varenne Valeur £893m
Pictet Mandarin £782m
Alliance Bernstein Select Absolu... £599m

Largest Inflows (Q4'20 - Q4'19)

Change AUM
Pictet Mandarin £471m £782m
Varenne Valeur £248m £893m
Ardevora Global Equity Fund £235m £977m
Brilliance China Core Long Short... £215m £359m
BANOR SICAV Greater China Equity £201m £335m

Largest Outflows (Q4'20 - Q4'19)

Change AUM
Ennismore Global Equity Fund £-481m £45m
Neuberger Berman US Equity Index... £-268m £150m
Kairos Pegasus UCITS £-230m £213m
Schroder GAIA Sirios US Equity £-216m £379m
Odey Swan £-179m £90m

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