Equity Long / Short

Strategy Research, 06 Dec 2021

Index Research Funds

AH Equity Long / Short UCITS Index

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2022 -2.0 -1.1 -0.1 -1.2 -4.3
2021 -1.1 2.6 0.9 1.6 0.4 -0.1 -0.5 0.7 -0.5 1.0 -1.4 1.0 4.8
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 48.5
MontLake Invenomic US Equity Long/Short UC... Conservative 31.0
Argonaut Absolute Return Directional 17.5
MontLake Cooper Creek Partners North Ameri... Conservative 16.9
Liontrust GF Tortoise Fund Directional 16.2
Liontrust GF European Strategic Equity Directional 14.1
Finlabo Dynamic US Equity Directional 14.0
MontLake Disciplined Alpha U.S. Long Short... Directional 13.1
BANOR SICAV Mistral Long Short Equity Directional 12.4
VT - Clear Peak Capital UK Long/Short Equity Directional 10.5

Bottom Funds YTD

YTD
BANOR SICAV Greater China Equity Directional -31.7
Alkeon UCITS Directional -31.1
Jupiter Financial Innovation Fund Directional -28.6
Incline Global Long/Short Equity UCITS Directional -28.3
DECALIA Muse Directional -27.5
Lumyna - ZEAL Greater China Long Short Directional -26.2
Summit Sustainable Opportunities L/S Equit... Directional -25.7
Janus Henderson Horizon China Opportunitie... Directional -24.1
Portland Hill Fund SICAV - ESG Catalyst Dr... Directional -24.0
BNP Paribas Environmental Absolute Return ... Directional -23.9

Largest New Launches (12M)

AUM
UBS (Irl) Investor Selection - O'Connor China L... £213m
MontLake Invenomic US Equity Long/Short UCITS Fund £134m
U Access IRL Bain Capital Global Equity LS Sust... £91m
PrivilEdge - Atlas Impact £71m
Solanas ESG Sustainability UCITS Fund £34m

Strategy AUM

31 March 2022
£38.8b 8% YOY

Largest Equity Long / Short Funds

AUM
Eleva Absolute Return Europe £3.3b
Pictet TR Atlas £2.9b
Janus Henderson Absolute Return ... £2.3b
Lumyna - MW TOPS UCITS Fund £2.0b
Varenne Valeur £1.5b

Largest Inflows (Q1'22 - Q1'21)

Change AUM
Pictet TR Atlas £1.6b £2.9b
Eleva Absolute Return Europe £925m £3.3b
Carmignac Portfolio Long Short E... £560m £912m
Varenne Valeur £435m £1.5b
Pictet TR - Corto Europe £381m £1.1b

Largest Outflows (Q1'22 - Q1'21)

Change AUM
Brilliance China Core Long Short... £-302m £197m
Ardevora Global Equity Fund £-244m £729m
BANOR SICAV Greater China Equity £-241m £127m
Man GLG Innovation Equity Altern... £-231m £406m
Artemis US Absolute Return £-204m £39m

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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.