Equity Long / Short

Strategy Research, 18 Jun 2020

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 -2.5 -5.2 3.6 1.1 1.5 1.3 1.9 -0.6 0.5
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
Veritas China Directional 45.6
BANOR SICAV Greater China Equity Directional 38.1
Alger SICAV - Alger Dynamic Opportunities ... Directional 37.1
Odey Special Situations Directional 32.9
Infusive Consumer Alpha Global Leaders Fund Directional 31.7
Argonaut Absolute Return Directional 30.7
Incline Global Long/Short Equity UCITS Directional 28.4
Lumyna - ZEAL Greater China Long Short Directional 27.7
InRIS Prentice Conservative 26.9
Platinum World Portfolios - Asia Fund Directional 25.1

Bottom Funds YTD

YTD
H2O Global L/S Opportunities Directional -36.0
Algebris Financial Equity Fund Directional -29.0
BlackRock Emerging Markets Absolute Return Conservative -25.3
BANOR SICAV Mistral Long Short Equity Directional -24.3
Jupiter Global Absolute Return (Lux) Conservative -22.5
Jupiter Absolute Return (UK) Conservative -22.5
Charlemagne OAKS Emerging and Frontier Opp... Conservative -20.7
Arcus Japan Long/Short Directional -20.1
Finlabo Dynamic US Equity Directional -19.4
Liontrust GF European Strategic Equity Directional -19.1

Largest New Launches (12M)

AUM
Kairos ActivESG £98m
IAM Black and White Innovation UCITS Fund £84m
BNP Paribas Environmental Absolute Return Thema... £71m
Man GLG US Absolute Alpha £21m
MontLake Virtuoso £15m

Strategy AUM

30 June 2020
£31.9b -23% YOY

Largest Equity Long / Short Funds

AUM
Janus Henderson United Kingdom A... £2.4b
Blackrock European Absolute Return £2.0b
Eleva Absolute Return Europe £2.0b
Janus Henderson UK Absolute Return £1.4b
Marshall Wace - MW TOPS UCITS £1.3b

Largest Inflows (Q2'20 - Q2'19)

Change AUM
Eleva Absolute Return Europe £910m £2.0b
Eleva Absolute Return Europe £860m £2.0b
Blackrock European Absolute Return £602m £2.0b
BlackRock Emerging Companies Abs... £437m £773m
BlackRock Emerging Companies Abs... £431m £773m

Largest Outflows (Q2'20 - Q2'19)

Change AUM
Jupiter Absolute Return (UK) £-1,045m £218m
Jupiter Absolute Return (UK) £-1,044m £218m
Marshall Wace - MW TOPS UCITS £-664m £1.3b
Majedie Tortoise £-599m £365m
Janus Henderson UK Absolute Return £-539m £1.4b

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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.