Equity Long / Short

Strategy Research, 06 Dec 2021

Index Research Funds

AH Equity Long / Short UCITS Index

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2022 -2.0 -1.1 -0.1 -1.2 -0.4 -2.3 1.1 -0.3 -6.1
2021 -1.1 2.6 0.9 1.6 0.4 -0.1 -0.5 0.7 -0.5 1.0 -1.4 1.0 4.8
2020 -0.2 -2.5 -5.2 3.6 1.1 1.5 1.3 1.9 -0.6 -0.6 4.2 2.5 6.8
2019 2.1 0.7 0.2 0.9 -1.3 1.2 0.4 -0.5 -0.2 0.3 0.8 1.3 6.1
2018 1.7 -0.9 -0.5 0.4 0.6 -0.4 0.3 -0.3 -0.4 -3.0 -0.6 -1.9 -4.9
2017 1.0 0.3 0.8 0.6 0.9 0.0 0.9 0.5 0.4 0.9 -0.1 0.5 6.9
2016 -2.6 -0.9 0.4 -0.5 0.8 -1.3 1.6 0.3 0.4 -0.4 -0.3 0.7 -1.8
2015 0.9 1.7 0.7 0.7 1.2 -1.2 0.6 -1.4 -1.0 1.4 0.3 0.0 3.8
2014 -0.2 2.1 -1.0 -1.5 0.4 0.3 -0.8 0.9 -0.2 -0.3 1.0 0.0 0.6
2013 2.6 0.8 0.7 0.2 1.3 -1.1 2.4 -0.6 1.2 2.0 1.0 1.3 12.3
2012 2.3 2.2 -0.6 -0.3 -2.9 0.4 0.9 0.6 1.3 0.7 0.6 0.8 6.2
2011 -0.4 -0.1 0.5 0.8 -0.9 -0.4 -0.3 -3.7 -2.4 2.2 -1.7 -0.6 -6.8
2010 -1.2 0.3 1.9 0.2 -3.1 -1.4 1.4 -0.5 3.3 1.4 -0.1 2.4 4.4
Download Index Return Series

Top Funds YTD

YTD
Odey Swan Directional 79.9
Seahawk Equity Long Short Fund Directional 27.5
MontLake Invenomic US Equity Long/Short UC... Conservative 25.7
MontLake Cooper Creek Partners North Ameri... Conservative 22.0
Liontrust GF European Strategic Equity Directional 16.3
VT - Clear Peak Capital UK Long/Short Equity Directional 12.2
Liontrust GF Tortoise Fund Directional 11.8
Brook European Focus Absolute Return Directional 9.9
Argonaut Absolute Return Directional 9.3
BANOR SICAV Mistral Long Short Equity Directional 9.3

Bottom Funds YTD

YTD
Alkeon UCITS Directional -36.3
BANOR SICAV Greater China Equity Directional -36.1
Lumyna - ZEAL Greater China Long Short Directional -35.0
Janus Henderson Horizon China Opportunitie... Directional -33.0
DECALIA Muse Directional -32.6
Jupiter Financial Innovation Fund Directional -31.9
Infusive Consumer Alpha Global Leaders Fund Directional -30.1
Merian UK Dynamic Equity Directional -29.6
Portland Hill Fund SICAV - ESG Catalyst Dr... Directional -29.5
Franklin K2 Wellington Technology Long Sho... Directional -27.0

Largest New Launches (12M)

AUM
U Access IRL Bain Capital Global Equity LS Sust... £91m

Strategy AUM

30 June 2022
£37.7b 0% YOY

Largest Equity Long / Short Funds

AUM
Eleva Absolute Return Europe £3.3b
Pictet TR Atlas £2.8b
Janus Henderson Absolute Return ... £2.2b
Lumyna - MW TOPS UCITS Fund £2.1b
Varenne Valeur £1.4b

Largest Inflows (Q2'22 - Q2'21)

Change AUM
Pictet TR Atlas £1.0b £2.8b
Eleva Absolute Return Europe £695m £3.3b
Carmignac Portfolio Long Short E... £512m £936m
Anima Star High Potential Europe £461m £1.3b
Pictet TR - Corto Europe £308m £1.1b

Largest Outflows (Q2'22 - Q2'21)

Change AUM
Ardevora Global Equity Fund £-441m £518m
Schroder GAIA Egerton Equity £-312m £551m
Janus Henderson Absolute Return ... £-289m £2.2b
BlackRock Emerging Companies Abs... £-287m £558m
Man GLG Innovation Equity Altern... £-286m £356m

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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.