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 0.1 -0.1 -0.6 0.3 0.0 -0.6
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 17.1
Velox Fund Discretionary 10.3
Trium ESG Emissions Impact Fund Discretionary 10.0
Melchior European Absolute Return Discretionary 8.2
InRIS Perdurance Market Neutral Discretionary 7.8
Memnon Market Neutral Discretionary 7.1
Man GLG Alpha Select Alternative Discretionary 6.1
TM Tellworth UK Select Discretionary 6.0
Marble Bar - Chelodina UCITS Discretionary 3.9
Pictet Agora Discretionary 3.2

Bottom Funds YTD

YTD
Zest North America Pairs Relative Discretionary -13.6
Pictet TR Aquila Discretionary -10.2
UBAM - Europe Market Neutral Discretionary -9.3
Exane Ceres Discretionary -9.0
Portland Hill Fund SICAV - ESG European Lo... Discretionary -8.5
Aegon Global Equity Market Neutral Discretionary -7.3
U Access – Long/Short Japan Corporate Gove... Discretionary -6.8
Schroder ISF Sustainable European Market N... Discretionary -5.8
DNCA Invest - Miuri Discretionary -5.7
Wellington Climate Market Neutral Fund Discretionary -5.5

Largest New Launches (12M)

AUM
Wellington Climate Market Neutral Fund £26m

Largest Discretionary Funds

AUM
Exane Pleiade £1.7b
Man GLG Alpha Select Alternative £1.6b
Candriam Absolute Return Equity ... £1.1b
Lumyna - Sandbar Global Equity M... £1.0b
Pictet Agora £528m

Largest Inflows (Q2'22 - Q2'21)

Change AUM
Candriam Absolute Return Equity ... £817m £1.1b
Man GLG Alpha Select Alternative £595m £1.6b
Exane Pleiade £313m £1.7b
LandseerAM European Equity Focus... £256m £433m
Fulcrum Thematic Equity Market N... £195m £422m

Largest Outflows (Q2'22 - Q2'21)

Change AUM
Pictet Agora £-572m £528m
Exane Ceres £-139m £347m
Janus Henderson Global Equity Ma... £-132m £204m
Lumyna - Sandbar Global Equity M... £-119m £1.0b
Memnon Market Neutral £-51m £55m

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