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 3.4 1.2 2.0 5.8
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 34.7
Algebris Financial Equity Fund Directional 25.0
Arcus Japan Long/Short Directional 24.8
Liontrust GF European Strategic Equity Directional 20.6
Fiera OAKS Emerging and Frontier Opportuni... Directional 17.7
Finlabo Dynamic US Equity Directional 17.5
LF Brook Absolute Return Directional 16.6
Majedie Tortoise Directional 16.3
Boston Partners Global Long/Short Directional 15.5
Finlabo Dynamic Equity Directional 14.8

Bottom Funds YTD

YTD
BNP Paribas Environmental Absolute Return ... Directional -10.6
Wellington Global Health Care Long-Short Fund Directional -7.6
BANOR SICAV Greater China Equity Directional -6.0
U Access (IRL) Shannon River Directional -5.3
Incline Global Long/Short Equity UCITS Directional -5.2
Veritas China Directional -5.1
UBS Equity Opportunity Long Short Directional -5.1
VT - Clear Peak Capital UK Long/Short Equity Directional -2.9
Janus Henderson Horizon China Fund Directional -1.6
Jupiter International Financials Directional -1.6

Largest New Launches (12M)

AUM
BNP Paribas Environmental Absolute Return Thema... £351m
Summit Sustainable Opportunities L/S Equity Fund £35m
MontLake Virtuoso £9m

Largest Directional Funds

AUM
Varenne Valeur £1.0b
Ardevora Global Equity Fund £973m
Pictet Mandarin £925m
Schroder GAIA Egerton Equity £861m
Alliance Bernstein Select Absolu... £599m

Largest Inflows (Q1'21 - Q1'20)

Change AUM
Pictet Mandarin £557m £925m
Varenne Valeur £399m £1.0b
BNP Paribas Environmental Absolu... £289m £351m
Ardevora Global Equity Fund £249m £973m
Brilliance China Core Long Short... £235m £359m

Largest Outflows (Q1'21 - Q1'20)

Change AUM
Schroder GAIA Sirios US Equity £-229m £290m
Ennismore Global Equity Fund £-198m £178m
Kairos Pegasus UCITS £-160m £138m
Odey Swan £-146m £129m
Alken Fund Absolute Return Europe £-123m £108m

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