Equity Long / Short

Strategy Research, 17 Dec 2013

Index Research Funds

AH Equity Long / Short UCITS Index

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2020 -0.2 -0.2
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 Special Situations Directional 10.5
U Access (IRL) Shannon River Directional 9.3
Serviced Platform Select Equity Directional 7.2
Argonaut Absolute Return Directional 6.5
Schroder GAIA Contour Tech Equity Conservative 6.3
HI EMIM Africa Fund Directional 5.2
Alger SICAV - Alger Dynamic Opportunities ... Directional 4.1
Incline Global Long/Short Equity UCITS Directional 3.8
Lyxor / Sandler US Equity Conservative 3.4
Credit Suisse Small and Mid Cap Alpha Long... Directional 3.3

Bottom Funds YTD

YTD
Jupiter Global Absolute Return (Lux) Conservative -13.0
Jupiter Absolute Return (UK) Conservative -12.7
Odey Absolute Return Directional -11.9
Investec Enhanced Natural Resources Directional -11.6
MontLake Ronit Global Opportunities Directional -10.8
AQR Delphi Long-Short Equity Strategy UCITS Directional -10.6
Platinum World Portfolios - International ... Directional -10.6
Merian UK Dynamic Equity Directional -10.4
Schroder GAIA Nuveen US Equity Long Short -10.1
Odey Swan Directional -8.8

Largest New Launches (12M)

AUM
SEB Bodenholm Absolute Return £289m
U Access (IRL) Shannon River £93m
Franklin K2 Electron Global UCITS Fund £69m
Franklin K2 Wellington Technology Long Short UC... £27m
Franklin K2 Chilton Equity Long Short UCITS Fund £25m

Strategy AUM

31 December 2019
£35.7b -25% YOY

Largest Equity Long / Short Funds

AUM
Janus Henderson United Kingdom A... £2.6b
Marshall Wace - MW TOPS UCITS £1.7b
Janus Henderson UK Absolute Return £1.6b
Eleva Absolute Return Europe £1.3b
Blackrock European Absolute Return £1.2b

Largest Inflows (Q4'19 - Q4'18)

Change AUM
Eleva Absolute Return Europe £775m £1.3b
BlackRock UK Emerging Companies ... £347m £488m
Varenne Global £203m £0m
BlackRock European Absolute Alpha £171m £232m
KLS Lomas US Equity Long Short £141m £163m

Largest Outflows (Q4'19 - Q4'18)

Change AUM
Janus Henderson UK Absolute Return £-676m £1.6b
Janus Henderson United Kingdom A... £-565m £2.6b
Blackrock European Absolute Return £-525m £1.2b
Kairos Pegasus UCITS £-441m £443m
Majedie Tortoise £-439m £694m

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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.