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 -0.6
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 18.2
InRIS Perdurance Market Neutral Discretionary 9.9
Trium ESG Emissions Impact Fund Discretionary 8.3
Velox Fund Discretionary 7.2
Memnon Market Neutral Discretionary 7.0
TM Tellworth UK Select Discretionary 4.9
Man GLG Alpha Select Alternative Discretionary 3.3
Melchior European Absolute Return Discretionary 2.9
Marble Bar - Chelodina UCITS Discretionary 2.2
Protea UCITS II ECO Advisors ESG Absolute ... Discretionary 2.0

Bottom Funds YTD

YTD
Pictet TR Aquila Discretionary -10.1
Zest North America Pairs Relative Discretionary -7.9
UBAM - Europe Market Neutral Discretionary -7.7
Aegon Global Equity Market Neutral Discretionary -6.4
Schroder ISF Sustainable European Market N... Discretionary -6.2
U Access – Long/Short Japan Corporate Gove... Discretionary -5.9
Wellington Climate Market Neutral Fund Discretionary -5.5
DNCA Invest - Miuri Discretionary -5.1
Portland Hill Fund SICAV - ESG European Lo... Discretionary -4.7
Exane Ceres Discretionary -4.0

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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