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 -2.5 -5.2 3.6 -4.5
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
Argonaut Absolute Return Directional 18.5
Veritas China Directional 18.2
Alger SICAV - Alger Dynamic Opportunities ... Directional 17.5
Incline Global Long/Short Equity UCITS Directional 15.5
Schroder GAIA Contour Tech Equity Conservative 13.9
Prosper Stars & Stripes Conservative 12.8
InRIS Prentice Conservative 11.0
U Access (IRL) Shannon River Directional 10.7
Credit Suisse Small and Mid Cap Alpha Long... Directional 9.8
Pictet Corto Europe Directional 8.5

Bottom Funds YTD

YTD
H2O Global L/S Opportunities Directional -37.5
Algebris Financial Equity Fund Directional -27.4
Charlemagne OAKS Emerging and Frontier Opp... Conservative -25.3
Liontrust GF European Strategic Equity Directional -21.8
Protea Crawford Lake US Equities Fund Conservative -18.1
BlackRock Emerging Markets Absolute Return Conservative -17.6
Arcus Japan Long/Short Directional -16.9
Merian UK Dynamic Equity Directional -15.9
BANOR SICAV North America Long Short Equity Directional -15.7
SWMC European Fund Directional -15.7

Largest New Launches (12M)

AUM
U Access (IRL) Shannon River £116m
IAM Black and White Innovation UCITS Fund £65m
Franklin K2 Electron Global UCITS Fund £60m
MontLake Chelodina UCITS £41m
Franklin K2 Wellington Technology Long Short UC... £26m

Strategy AUM

31 March 2020
£30.5b -30% YOY

Largest Equity Long / Short Funds

AUM
Janus Henderson United Kingdom A... £2.3b
Marshall Wace - MW TOPS UCITS £1.7b
Janus Henderson UK Absolute Return £1.5b
Eleva Absolute Return Europe £1.4b
Blackrock European Absolute Return £1.1b

Largest Inflows (Q1'20 - Q1'19)

Change AUM
Eleva Absolute Return Europe £651m £1.4b
BlackRock UK Emerging Companies ... £428m £572m
Lyxor / Sandler US Equity £221m £712m
BlackRock European Absolute Alpha £171m £263m
Brilliance China Core Long Short... £138m £0m

Largest Outflows (Q1'20 - Q1'19)

Change AUM
Jupiter Absolute Return (UK) £-996m £463m
Majedie Tortoise £-708m £350m
Janus Henderson UK Absolute Return £-691m £1.5b
Janus Henderson United Kingdom A... £-559m £2.3b
Kairos Pegasus UCITS £-489m £298m

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