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 -0.3
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
InRIS Perdurance Market Neutral Discretionary 5.7
U Access – Long/Short Japan Corporate Gove... Discretionary 3.9
LO Funds - TerreNeuve Discretionary 3.4
Man GLG Japan Equity Alternative Discretionary 3.4
Globersel Anavon Absolute Alpha Discretionary 2.9
DNCA Invest - Miuri Discretionary 2.8
Pictet Agora Discretionary 1.7
BPI Alternative Iberian Equities Long/Short Discretionary 1.7
Velox Fund Discretionary 1.5
CZ Absolute Alpha UCITS Discretionary 1.3

Bottom Funds YTD

YTD
Schroder ISF Sustainable European Market N... Discretionary -4.1
Trium ESG Emissions Impact Fund Discretionary -3.6
Exane Ceres Discretionary -2.5
Lumyna - Sandbar Global Equity Market Neut... Discretionary -2.1
UBAM Europe Market Neutral Discretionary -1.8
LGT Sustainable Equity Market Neutral Discretionary -1.7
GAM Multistock - Absolute Return Europe Eq... Discretionary -1.5
Exane Overdrive Discretionary -1.4
Trium European Equity Market Neutral Fund Discretionary -1.3
Schroder ISF European Equity Absolute Return Discretionary -1.2

Largest New Launches (12M)

AUM
Pictet TR Aquila £118m
Fulcrum Thematic Equity Market Neutral £96m
U Access – Long/Short Japan Corporate Governance £56m
Nordea 1 - Global Equity Market Neutral Fund £25m

Largest Discretionary Funds

AUM
Lumyna - Sandbar Global Equity M... £1.3b
Pictet Agora £1.3b
Man GLG Alpha Select Alternative £1.0b
Exane Ceres £558m
Exane Pleiade £484m

Largest Inflows (Q4'20 - Q4'19)

Change AUM
Lumyna - Sandbar Global Equity M... £922m £1.3b
Pictet Agora £198m £1.3b
Janus Henderson Global Equity Ma... £189m £246m
Marble Bar - Chelodina UCITS £117m £134m
AB Arya European Alpha £68m £111m

Largest Outflows (Q4'20 - Q4'19)

Change AUM
H2O Fidelio £-153m £131m
CZ Absolute Alpha UCITS £-150m £154m
Pictet TR Akari £-145m £32m
BNY Mellon Absolute Return Equity £-131m £241m
Velox Fund £-129m £171m

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