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 -3.4 1.4 -0.5 -3.5 0.8 4.4 -7.1
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 81.3
Seahawk Equity Long Short Fund Directional 41.4
Liontrust GF Tortoise Fund Directional 23.9
Finlabo Dynamic US Equity Directional 22.1
Liontrust GF European Strategic Equity Directional 16.9
Brook European Focus Absolute Return Directional 16.4
Boston Partners Global Long/Short Directional 14.8
Franklin K2 Electron Global UCITS Fund Directional 13.7
BDLCM Funds - Rempart Directional 13.6
BANOR SICAV Mistral Long Short Equity Directional 13.4

Bottom Funds YTD

YTD
Alkeon UCITS Directional -41.6
BANOR SICAV Greater China Equity Directional -33.9
Jupiter Financial Innovation Fund Directional -33.4
Lumyna - ZEAL Greater China Long Short Directional -32.0
Franklin K2 Wellington Technology Long Sho... Directional -31.9
Infusive Consumer Alpha Global Leaders Fund Directional -27.4
Merian UK Dynamic Equity Directional -27.3
Portland Hill Fund SICAV - ESG Catalyst Dr... Directional -27.1
Janus Henderson Horizon China Opportunitie... Directional -26.5
Incline Global Long/Short Equity UCITS Directional -26.5

Largest New Launches (12M)

AUM
Alquant Convexus £8m
Lumyna - Proxy P Energy Transition UCITS Fund £6m

Largest Directional Funds

AUM
Varenne Valeur £1.4b
Pictet TR - Corto Europe £1.1b
Alliance Bernstein Select Absolu... £744m
Pictet Mandarin £708m
Schroder GAIA Egerton Equity £517m

Largest Inflows (Q3'22 - Q3'21)

Change AUM
Pictet TR - Corto Europe £147m £1.1b
Montlake Tosca UCITS £80m £179m
Argonaut Absolute Return £77m £103m
Alliance Bernstein Select Absolu... £71m £744m
Liontrust GF European Strategic ... £68m £112m

Largest Outflows (Q3'22 - Q3'21)

Change AUM
Ardevora Global Equity Fund £-494m £460m
BNP Paribas Environmental Absolu... £-324m £66m
Schroder GAIA Egerton Equity £-299m £517m
Pictet Mandarin £-268m £708m
Merian UK Dynamic Equity £-263m £178m

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.