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
2023 3.9 -1.2 2.7
2022 -2.9 -1.6 -0.2 -1.6 0.1 -3.4 1.4 -0.5 -3.5 0.8 4.5 -0.7 -7.7
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
Alkeon UCITS Directional 12.9
DNCA Invest - Venasquo Directional 11.3
U Access (IRL) Shannon River Directional 9.3
MontLake Virtuoso Directional 8.5
Aperture European Innovation Fund Directional 8.0
Franklin K2 Wellington Technology Long Sho... Directional 7.5
Incline Global Long/Short Equity UCITS Directional 7.5
Portland Hill Fund SICAV - ESG Catalyst Dr... Directional 7.4
Kairos International SICAV - Key Directional 7.2
Kairos ActivESG Directional 6.7

Bottom Funds YTD

YTD
MontLake Disciplined Alpha U.S. Long Short... Directional -13.3
Finlabo Dynamic US Equity Directional -10.3
Lumyna - ZEAL Greater China Long Short Directional -7.7
KLS Corinium Emerging Markets All Weather Directional -5.8
Odey Swan Directional -5.5
Banor SICAV Volta Long Short Equity Fund Directional -4.6
JPM US Opportunistic Long/Short Equity Directional -4.5
Veritas China Directional -4.2
Serviced Platform Select Equity Directional -4.0
Jupiter UK Dynamic Equity Directional -3.9

Largest New Launches (12M)

AUM
Lumyna - Proxy P Energy Transition UCITS Fund £13m
Alquant Convexus £8m

Largest Directional Funds

AUM
Varenne Valeur £1.3b
Pictet TR - Corto Europe £947m
Alliance Bernstein Select Absolu... £610m
LF Brook Absolute Return £597m
Pictet Mandarin £589m

Largest Inflows (Q4'22 - Q4'21)

Change AUM
Liontrust GF Tortoise Fund £160m £506m
Argonaut Absolute Return £83m £109m
Liontrust GF European Strategic ... £80m £130m
Kairos European Long/Short £71m £192m
LF Brook Absolute Return £56m £597m

Largest Outflows (Q4'22 - Q4'21)

Change AUM
Ardevora Global Equity Fund £-576m £396m
Schroder GAIA Egerton Equity £-347m £454m
Pictet Mandarin £-343m £589m
BNP Paribas Environmental Absolu... £-252m £66m
Varenne Valeur £-239m £1.3b

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