Equity Long / Short

Strategy Research, 25 Mar 2021

Index Research Funds

AH Equity Long / Short UCITS Index

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2021 -1.1 2.6 0.9 2.5
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 28.6
Algebris Financial Equity Fund Directional 19.7
Arcus Japan Long/Short Directional 19.6
Majedie Tortoise Directional 14.4
Finlabo Dynamic Emerging Markets Directional 14.3
Liontrust GF European Strategic Equity Directional 14.2
Finlabo Dynamic Equity Directional 14.1
Lupus Alpha All Opportunities Fund (C) Conservative 14.0
Finlabo Dynamic US Equity Directional 13.8
Fiera OAKS Emerging and Frontier Opportuni... Directional 13.2

Bottom Funds YTD

YTD
Carmignac Portfolio Long-Short Global Equi... Conservative -11.4
Wellington Global Health Care Long-Short Fund Directional -10.0
Veritas China Directional -5.9
BANOR SICAV Greater China Equity Directional -5.3
Lyxor / Bluescale Global Equity Alpha Fund Conservative -4.4
Incline Global Long/Short Equity UCITS Directional -4.4
UBS Equity Opportunity Long Short Directional -4.2
IAM Black and White Innovation UCITS Fund Conservative -3.8
Fidelity Absolute Return Asian Equity Conservative -3.5
Merian UK Specialist Equity Conservative -2.8

Largest New Launches (12M)

AUM
Ambienta X Alpha £357m
BNP Paribas Environmental Absolute Return Thema... £103m
Pictet TR Atlas Titan £60m
Summit Sustainable Opportunities L/S Equity Fund £38m
LandseerAM European Equity Focus Long/Short Fund £37m

Strategy AUM

31 December 2020
£34.3b -4% YOY

Largest Equity Long / Short Funds

AUM
Janus Henderson United Kingdom A... £2.4b
BlackRock European Absolute Return £2.2b
Eleva Absolute Return Europe £2.1b
Marshall Wace - TOPS UCITS £1.9b
Janus Henderson UK Absolute Return £1.4b

Largest Inflows (Q4'20 - Q4'19)

Change AUM
BlackRock European Absolute Return £967m £2.2b
Eleva Absolute Return Europe £782m £2.1b
Pictet Mandarin £471m £782m
Pictet TR Atlas £425m £833m
BlackRock European Absolute Alpha £392m £624m

Largest Outflows (Q4'20 - Q4'19)

Change AUM
Jupiter Absolute Return (UK) £-1,040m £118m
Ennismore Global Equity Fund £-481m £45m
Majedie Tortoise £-312m £382m
Neuberger Berman US Equity Index... £-268m £150m
Schroder UK Dynamic Absolute Return £-238m £180m

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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.