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
2021 -0.8 3.4 1.2 2.0 0.9 6.8
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 28.5
Fiera OAKS Emerging and Frontier Opportuni... Directional 25.4
Arcus Japan Long/Short Directional 23.0
BDLCM Funds - Rempart Directional 17.5
Liontrust GF European Strategic Equity Directional 16.5
Varenne Global Directional 15.8
Majedie Tortoise Directional 15.5
SWMC European Fund Directional 15.0
Finlabo Dynamic US Equity Directional 14.6
Finlabo Dynamic Equity Directional 14.3

Bottom Funds YTD

YTD
BANOR SICAV Greater China Equity Directional -13.8
Wellington Global Health Care Long-Short Fund Directional -6.6
UBS Equity Opportunity Long Short Directional -4.3
VT - Clear Peak Capital UK Long/Short Equity Directional -2.6
U Access (IRL) Shannon River Directional -2.3
Janus Henderson Horizon China Fund Directional -1.9
Incline Global Long/Short Equity UCITS Directional -1.7
Jupiter International Financials Directional -1.3
Merian UK Opportunities Directional -1.1
Ardevora Global Equity Fund Directional -0.9

Largest New Launches (12M)

AUM
BNP Paribas Environmental Absolute Return Thema... £351m
Summit Sustainable Opportunities L/S Equity Fund £35m
MontLake Virtuoso £9m

Largest Directional Funds

AUM
Varenne Valeur £1.0b
Ardevora Global Equity Fund £973m
Pictet Mandarin £925m
Schroder GAIA Egerton Equity £861m
LF Brook Absolute Return £585m

Largest Inflows (Q1'21 - Q1'20)

Change AUM
Pictet Mandarin £557m £925m
Varenne Valeur £399m £1.0b
BNP Paribas Environmental Absolu... £289m £351m
Ardevora Global Equity Fund £249m £973m
Brilliance China Core Long Short... £235m £424m

Largest Outflows (Q1'21 - Q1'20)

Change AUM
Schroder GAIA Sirios US Equity £-229m £290m
Ennismore Global Equity Fund £-198m £178m
Kairos Pegasus UCITS £-160m £138m
Odey Swan £-146m £129m
Alken Fund Absolute Return Europe £-123m £108m

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