Equity Long / Short Directional

Strategy Research, 13 Nov 2020

Index Research Funds

Sub Index - Equity Long / Short Directional

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2020 -0.4 -3.2 -7.4 4.9 1.7 2.0 1.7 2.9 -1.1 -1.0 6.2 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
Summit Sustainable Opportunities L/S Equit... Directional 6.7
Investec Enhanced Natural Resources Directional 6.6
Franklin K2 Electron Global UCITS Fund Directional 6.3
Algebris Financial Equity Fund Directional 6.2
BANOR SICAV Greater China Equity Directional 6.0
Odey Special Situations Directional 5.9
Janus Henderson Horizon China Fund Directional 5.7
Platinum World Portfolios - Asia Fund Directional 5.5
Wellington Strategic European Equity Long ... Directional 5.4
KLS Emerging Markets Directional 5.4

Bottom Funds YTD

YTD
Franklin K2 Wellington Technology Long Sho... Directional -4.5
Incline Global Long/Short Equity UCITS Directional -3.2
Schroder GAIA Egerton Equity Directional -2.8
KLS CDAM Global Opportunities Directional -2.5
UBS Equity Opportunity Long Short Directional -2.4
Franklin K2 Chilton Equity Long Short UCIT... Directional -2.1
VT - Clear Peak Capital UK Long/Short Equity Directional -2.0
Merian UK Dynamic Equity Directional -1.6
BANOR SICAV Mistral Long Short Equity Directional -1.2
Neuberger Berman US Long Short Equity Directional -0.9

Largest New Launches (12M)

AUM
MontLake Virtuoso £5m

Largest Directional Funds

AUM
Schroder GAIA Egerton Equity £921m
Ardevora Global Equity Fund £896m
Varenne Valeur £773m
Pictet Mandarin £636m
Alliance Bernstein Select Absolu... £599m

Largest Inflows (Q3'20 - Q3'19)

Change AUM
Pictet Mandarin £292m £636m
Brilliance China Core Long Short... £167m £267m
BANOR SICAV Greater China Equity £149m £252m
Ardevora Global Equity Fund £137m £896m
Varenne Valeur £129m £773m

Largest Outflows (Q3'20 - Q3'19)

Change AUM
Kairos Pegasus UCITS £-345m £228m
Alken Fund Absolute Return Europe £-264m £169m
Schroder GAIA Sirios US Equity £-244m £384m
Danske Eastern Europe Absolute £-199m £8m
Kairos International SICAV - Key £-176m £336m

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