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 -0.7
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 37.7
Veritas China Directional 37.4
BANOR SICAV Greater China Equity Directional 30.6
Alger SICAV - Alger Dynamic Opportunities ... Directional 27.6
Argonaut Absolute Return Directional 25.3
Schroder GAIA Contour Tech Equity Conservative 22.8
Infusive Consumer Alpha Global Leaders Fund Directional 21.9
Incline Global Long/Short Equity UCITS Directional 21.4
InRIS Prentice Conservative 20.3
Lumyna - ZEAL Greater China Long Short Directional 20.1

Bottom Funds YTD

YTD
H2O Global L/S Opportunities Directional -35.6
Charlemagne OAKS Emerging and Frontier Opp... Conservative -27.8
Algebris Financial Equity Fund Directional -25.9
Liontrust GF European Strategic Equity Directional -23.6
BlackRock Emerging Markets Absolute Return Conservative -22.3
Arcus Japan Long/Short Directional -19.7
BANOR SICAV Mistral Long Short Equity Directional -16.7
Jupiter Global Absolute Return (Lux) Conservative -16.2
MontLake New Mountain Vantage UCITS Directional -16.0
BANOR SICAV North America Long Short Equity Directional -15.7

Largest New Launches (12M)

AUM
U Access (IRL) Shannon River £146m
JPM Multi-Manager Sustainable Long-Short Fund £87m
IAM Black and White Innovation UCITS Fund £78m
MontLake Chelodina UCITS £71m
Franklin K2 Electron Global UCITS Fund £56m

Strategy AUM

30 June 2020
£31.9b -23% YOY

Largest Equity Long / Short Funds

AUM
Janus Henderson United Kingdom A... £2.5b
Eleva Absolute Return Europe £1.7b
Blackrock European Absolute Return £1.5b
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 £860m £1.7b
BlackRock UK Emerging Companies ... £431m £662m
Lyxor / Sandler US Equity £334m £866m
BlackRock European Absolute Alpha £207m £375m
Varenne Global £147m £0m

Largest Outflows (Q2'20 - Q2'19)

Change AUM
Jupiter Absolute Return (UK) £-1,044m £345m
Marshall Wace - MW TOPS UCITS £-664m £1.3b
Majedie Tortoise £-599m £317m
Janus Henderson UK Absolute Return £-539m £1.4b
Kairos Pegasus UCITS £-473m £261m

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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.