Equity Long / Short Directional

Strategy Research, 06 Dec 2021

Index Research Funds

Sub Index - Equity Long / Short Directional

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2022 -2.9 -1.6 -0.2 -1.6 0.1 -3.4 1.4 -8.1
2021 -0.8 3.4 1.2 2.0 0.9 -0.3 -1.0 1.0 -0.7 1.3 -1.9 1.3 6.3
2020 -0.4 -3.2 -7.4 4.9 1.7 2.0 1.7 2.9 -1.1 -1.0 6.3 3.3 9.2
2019 3.2 1.0 0.5 1.6 -2.2 2.1 0.5 -0.9 -0.4 0.4 1.1 2.0 9.1
2018 2.6 -1.3 -1.2 0.5 0.8 -0.5 0.5 -0.7 -0.5 -4.5 -0.3 -3.3 -7.8
2017 1.7 0.8 0.9 0.6 1.6 0.1 1.4 0.9 0.5 1.7 0.2 0.8 11.7
2016 -3.9 -1.1 0.7 -0.5 0.9 -1.6 2.6 0.4 0.5 -0.5 -0.2 0.7 -2.3
2015 0.8 2.1 1.0 1.1 1.4 -1.5 0.4 -2.1 -1.5 1.8 0.2 -0.2 3.6
2014 -0.3 2.8 -1.2 -1.9 0.4 0.2 -0.6 1.4 -0.1 -0.2 1.7 0.2 2.3
2013 4.1 1.2 0.9 0.5 2.3 -2.1 3.0 -0.8 1.9 2.8 1.7 1.8 18.7
2012 2.7 3.3 -0.3 -0.5 -3.3 0.6 0.8 1.0 1.4 1.1 1.2 1.2 9.4
2011 -0.3 0.4 0.4 1.4 -0.8 -0.4 -0.5 -3.6 -4.4 3.9 -1.5 -0.1 -5.4
2010 -1.3 2.0 2.3 0.2 -1.9 -1.4 1.3 -0.1 4.9 1.7 0.3 2.9 11.3
Download Index Return Series

Top Funds YTD

YTD
Odey Swan Directional 54.7
Seahawk Equity Long Short Fund Directional 29.0
Finlabo Dynamic US Equity Directional 14.0
Liontrust GF Tortoise Fund Directional 13.3
BANOR SICAV Mistral Long Short Equity Directional 10.7
Franklin K2 Electron Global UCITS Fund Directional 10.6
Liontrust GF European Strategic Equity Directional 9.8
VT - Clear Peak Capital UK Long/Short Equity Directional 9.0
Brook European Focus Absolute Return Directional 8.3
Alken Fund Absolute Return Europe Directional 7.5

Bottom Funds YTD

YTD
BANOR SICAV Greater China Equity Directional -32.7
Jupiter Financial Innovation Fund Directional -30.7
Lumyna - ZEAL Greater China Long Short Directional -29.2
Alkeon UCITS Directional -28.6
Merian UK Dynamic Equity Directional -25.7
DECALIA Muse Directional -24.2
Infusive Consumer Alpha Global Leaders Fund Directional -23.2
Portland Hill Fund SICAV - ESG Catalyst Dr... Directional -22.4
Janus Henderson Horizon China Opportunitie... Directional -22.1
Summit Sustainable Opportunities L/S Equit... Directional -19.1

Largest Directional Funds

AUM
Varenne Valeur £1.4b
Pictet TR - Corto Europe £1.1b
Alliance Bernstein Select Absolu... £785m
Pictet Mandarin £732m
Schroder GAIA Egerton Equity £551m

Largest Inflows (Q2'22 - Q2'21)

Change AUM
Pictet TR - Corto Europe £308m £1.1b
Varenne Valeur £196m £1.4b
Montlake Tosca UCITS £174m £182m
Alliance Bernstein Select Absolu... £142m £785m
Serviced Platform Select Equity £81m £445m

Largest Outflows (Q2'22 - Q2'21)

Change AUM
Ardevora Global Equity Fund £-441m £518m
Schroder GAIA Egerton Equity £-312m £551m
Brilliance China Core Long Short... £-264m £122m
Pictet Mandarin £-257m £732m
BNP Paribas Environmental Absolu... £-248m £133m

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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.