Market Neutral Discretionary

Strategy Research, 26 Oct 2016

Index Research Funds

Sub Index - Market Neutral Discretionary

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2021 -0.3 0.7 -0.5 0.3 -0.1 -0.2 -0.3 0.5 0.0 0.0
2020 0.1 -0.1 -1.2 1.0 0.0 0.6 0.3 0.4 0.1 -0.5 1.9 0.5 3.0
2019 1.3 0.3 -0.8 0.1 -0.2 0.1 0.3 0.4 0.1 0.1 0.0 0.9 2.5
2018 0.6 -0.5 0.3 -0.1 0.4 -0.3 0.0 -0.8 0.0 -0.8 -1.0 -0.6 -2.8
2017 0.7 -0.2 0.1 0.4 -0.1 -0.2 0.3 0.1 0.1 0.0 -0.3 0.1 1.0
2016 -1.2 -0.9 -0.2 -0.6 0.5 -2.0 0.4 0.2 0.4 -0.1 0.1 -0.1 -3.4
2015 0.8 0.1 0.3 0.7 0.6 -0.6 0.3 0.1 -0.3 0.2 0.8 0.8 3.8
2014 0.6 0.4 -0.5 -1.1 -0.6 -0.2 -0.1 0.1 0.0 0.3 0.5 0.4 -0.1
2013 1.5 0.8 0.2 0.6 0.7 0.8 0.4 -0.1 0.4 0.2 0.7 0.2 6.3
2012 0.7 1.0 0.4 -0.5 -1.1 -0.1 -0.1 -0.2 0.2 0.6 0.6 0.3 1.9
2011 0.1 -0.2 0.2 -0.1 -0.5 0.2 -0.3 -1.2 -0.1 0.9 -0.2 -0.2 -1.3
2010 0.4 -0.2 0.9 0.2 -0.2 -0.5 0.8 -0.2 0.7 0.8 0.3 0.4 3.8
Download Index Return Series

Top Funds YTD

YTD
Zest North America Pairs Relative Discretionary 6.6
U Access – Long/Short Japan Corporate Gove... Discretionary 6.4
Man GLG Alpha Select Alternative Discretionary 6.2
LandseerAM European Equity Focus Long/Shor... Discretionary 6.1
BPI Alternative Iberian Equities Long/Short Discretionary 6.1
DNCA Invest - Miuri Discretionary 5.3
Aegon Global Equity Market Neutral Discretionary 3.9
BMO Real Estate Equity Market Neutral Fund Discretionary 3.8
BNY Mellon Absolute Return Equity Discretionary 2.8
Velox Fund Discretionary 2.3

Bottom Funds YTD

YTD
LO Funds - TerreNeuve Discretionary -6.7
Pictet Agora Discretionary -6.6
Memnon Market Neutral Discretionary -5.6
Lumyna - Sandbar Global Equity Market Neut... Discretionary -5.0
Schroder ISF Sustainable European Market N... Discretionary -4.9
Pictet TR Aquila Discretionary -4.6
LGT Sustainable Equity Market Neutral Discretionary -4.5
Fulcrum Thematic Equity Market Neutral Discretionary -3.1
Exane Overdrive Discretionary -2.9
CZ Absolute Alpha UCITS Discretionary -2.7

Largest New Launches (12M)

AUM
Man GLG Asia Pacific (ex Japan) Equity Alternative £17m

Largest Discretionary Funds

AUM
Exane Pleiade £1.4b
Lumyna - Sandbar Global Equity M... £1.2b
Pictet Agora £1.1b
Man GLG Alpha Select Alternative £1.0b
Exane Ceres £486m

Largest Inflows (Q2'21 - Q2'20)

Change AUM
Exane Pleiade £815m £1.4b
Janus Henderson Global Equity Ma... £208m £336m
Lumyna - Sandbar Global Equity M... £182m £1.2b
Candriam Absolute Return Equity ... £131m £255m
Marble Bar - Chelodina UCITS £58m £129m

Largest Outflows (Q2'21 - Q2'20)

Change AUM
Pictet Agora £-140m £1.1b
BNY Mellon Absolute Return Equity £-132m £140m
Exane Ceres £-128m £486m
Man GLG European Equity Alternative £-101m £158m
Memnon Market Neutral £-99m £106m

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