Equity Long / Short Directional

Strategy Research, 17 Dec 2013

Index Research Funds

Sub Index - Equity Long / Short Directional

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
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 Special Situations Directional 7.1
Jupiter International Financials Directional 6.5
Franklin K2 Wellington Technology Long Sho... Directional 5.7
Alger SICAV - Alger Dynamic Opportunities ... Directional 5.5
AQR Delphi Long-Short Equity Strategy UCITS Directional 4.9
U Access (IRL) Shannon River Directional 4.9
JPM US Opportunistic Long/Short Equity Directional 4.8
UBS Equity Opportunity Long Short Directional 4.5
Incline Global Long/Short Equity UCITS Directional 4.1
KLS CDAM Global Opportunities Directional 4.0

Bottom Funds YTD

YTD
DNB ECO Absolute Return Directional -5.5
MontLake Ronit Global Opportunities Directional -4.0
Odey Swan Directional -3.7
BANOR SICAV Italy Long Short Equity Directional -3.5
H2O Global L/S Opportunities Directional -3.3
Odey Absolute Return Directional -2.9
Ennismore European Smaller Companies Directional -2.9
Algebris Financial Equity Fund Directional -2.7
Odey European Focus Absolute Return Directional -2.5
Arcus Japan Long/Short Directional -2.4

Largest New Launches (12M)

AUM
U Access (IRL) Shannon River £93m
Franklin K2 Electron Global UCITS Fund £69m
Franklin K2 Wellington Technology Long Short UC... £27m
Franklin K2 Chilton Equity Long Short UCITS Fund £25m
Odey Special Situations £7m

Largest Directional Funds

AUM
Schroder GAIA Egerton Equity £879m
Ardevora Global Equity Fund £742m
Alliance Bernstein Select Absolu... £669m
Schroder GAIA Sirios US Equity £595m
Odey Absolute Return £590m

Largest Inflows (Q3'19 - Q3'18)

Change AUM
Varenne Global £229m £0m
Varenne Global £203m £0m
Brilliance China Core Long Short... £107m £0m
Brilliance China Core Long Short... £78m £0m
Serviced Platform Select Equity £64m £161m

Largest Outflows (Q3'19 - Q3'18)

Change AUM
Alken Fund Absolute Return Europe £-475m £292m
Kairos Pegasus UCITS £-441m £443m
Kairos Pegasus UCITS £-415m £443m
Sycomore L/S Opportunities £-406m £447m
Alken Fund Absolute Return Europe £-344m £292m

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