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 -0.5 -3.5 0.8 -11.0
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 83.6
Seahawk Equity Long Short Fund Directional 39.5
Finlabo Dynamic US Equity Directional 22.6
Liontrust GF Tortoise Fund Directional 21.2
Liontrust GF European Strategic Equity Directional 17.7
Brook European Focus Absolute Return Directional 15.8
Boston Partners Global Long/Short Directional 14.4
BANOR SICAV Mistral Long Short Equity Directional 13.9
Franklin K2 Electron Global UCITS Fund Directional 13.4
BDLCM Funds - Rempart Directional 12.2

Bottom Funds YTD

YTD
Alkeon UCITS Directional -41.6
BANOR SICAV Greater China Equity Directional -40.1
Lumyna - ZEAL Greater China Long Short Directional -34.4
Franklin K2 Wellington Technology Long Sho... Directional -33.1
Jupiter Financial Innovation Fund Directional -32.9
Janus Henderson Horizon China Opportunitie... Directional -32.4
Incline Global Long/Short Equity UCITS Directional -29.0
Infusive Consumer Alpha Global Leaders Fund Directional -28.7
Portland Hill Fund SICAV - ESG Catalyst Dr... Directional -27.3
DECALIA Muse Directional -27.2

Largest New Launches (12M)

AUM
Alquant Convexus £8m
Lumyna - Proxy P Energy Transition UCITS Fund £6m

Largest Directional Funds

AUM
Varenne Valeur £1.4b
Pictet TR - Corto Europe £1.1b
Alliance Bernstein Select Absolu... £744m
Pictet Mandarin £708m
Schroder GAIA Egerton Equity £517m

Largest Inflows (Q3'22 - Q3'21)

Change AUM
Pictet TR - Corto Europe £147m £1.1b
Montlake Tosca UCITS £80m £179m
Argonaut Absolute Return £77m £103m
Alliance Bernstein Select Absolu... £71m £744m
Liontrust GF European Strategic ... £68m £112m

Largest Outflows (Q3'22 - Q3'21)

Change AUM
Ardevora Global Equity Fund £-494m £460m
BNP Paribas Environmental Absolu... £-324m £66m
Schroder GAIA Egerton Equity £-299m £517m
Pictet Mandarin £-268m £708m
Merian UK Dynamic Equity £-263m £178m

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