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
2022 -0.3 0.0 0.1 0.2 -0.1
2021 -0.3 0.7 -0.5 0.3 -0.1 -0.2 -0.3 0.5 0.0 0.2 -0.5 0.0 -0.3
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
LO Funds - TerreNeuve Discretionary 11.5
InRIS Perdurance Market Neutral Discretionary 11.4
Trium ESG Emissions Impact Fund Discretionary 10.2
Memnon Market Neutral Discretionary 8.8
Velox Fund Discretionary 6.6
Lumyna - Sandbar Global Equity Market Neut... Discretionary 4.3
Man GLG Alpha Select Alternative Discretionary 3.2
BNY Mellon Absolute Return Equity Discretionary 2.7
Melchior European Absolute Return Discretionary 2.0
LandseerAM European Equity Focus Long/Shor... Discretionary 1.5

Bottom Funds YTD

YTD
Zest North America Pairs Relative Discretionary -11.8
Globersel Anavon Absolute Alpha Discretionary -11.4
UBAM - Europe Market Neutral Discretionary -7.7
Exane Ceres Discretionary -6.4
Exane Overdrive Discretionary -5.7
Aegon Global Equity Market Neutral Discretionary -5.4
Schroder ISF Sustainable European Market N... Discretionary -5.0
Man GLG European Equity Alternative Discretionary -5.0
Pictet TR Aquila Discretionary -4.9
Schroder ISF European Equity Absolute Return Discretionary -4.4

Largest New Launches (12M)

AUM
Wellington Climate Market Neutral Fund £26m

Largest Discretionary Funds

AUM
Exane Pleiade £1.6b
Man GLG Alpha Select Alternative £1.5b
Lumyna - Sandbar Global Equity M... £1.1b
Candriam Absolute Return Equity ... £810m
Pictet Agora £543m

Largest Inflows (Q1'22 - Q1'21)

Change AUM
Candriam Absolute Return Equity ... £614m £810m
Exane Pleiade £573m £1.6b
Man GLG Alpha Select Alternative £542m £1.5b
LandseerAM European Equity Focus... £308m £384m
BMO Real Estate Equity Market Ne... £149m £462m

Largest Outflows (Q1'22 - Q1'21)

Change AUM
Pictet Agora £-679m £543m
Lumyna - Sandbar Global Equity M... £-158m £1.1b
Exane Ceres £-92m £395m
Pictet TR Aquila £-89m £72m
Janus Henderson Global Equity Ma... £-79m £250m

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