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
2021 -0.8 3.4 1.2 2.0 0.9 -0.3 -1.0 1.0 -0.7 1.3 -1.9 1.4 6.4
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
VT - Clear Peak Capital UK Long/Short Equity Directional 11.2
LF Brook Absolute Return Directional 9.9
Majedie Tortoise Directional 8.0
Odey Swan Directional 7.4
Brook European Focus Absolute Return Directional 7.1
BDLCM Funds - Rempart Directional 6.4
Liontrust GF European Strategic Equity Directional 6.1
BANOR SICAV Mistral Long Short Equity Directional 5.4
Argonaut Absolute Return Directional 5.1
Boston Partners Global Long/Short Directional 4.6

Bottom Funds YTD

YTD
Summit Sustainable Opportunities L/S Equit... Directional -16.2
BNP Paribas Environmental Absolute Return ... Directional -14.2
DECALIA Muse Directional -14.2
Ardevora UK Equity Directional -13.5
Varenne Global Directional -13.5
Ardevora Global Equity Fund Directional -13.0
Jupiter Financial Innovation Fund Directional -12.7
Infusive Consumer Alpha Global Leaders Fund Directional -11.0
U Access (IRL) Shannon River Directional -10.5
Alkeon UCITS Directional -10.1

Largest Directional Funds

AUM
Varenne Valeur £1.6b
Pictet TR - Corto Europe £1.0b
Ardevora Global Equity Fund £972m
Pictet Mandarin £932m
Alliance Bernstein Select Absolu... £802m

Largest Inflows (Q4'21 - Q4'20)

Change AUM
Varenne Valeur £666m £1.6b
Pictet TR - Corto Europe £385m £1.0b
Serviced Platform Select Equity £281m £499m
Alliance Bernstein Select Absolu... £267m £802m
Varenne Global £257m £496m

Largest Outflows (Q4'21 - Q4'20)

Change AUM
BANOR SICAV Greater China Equity £-181m £155m
Brilliance China Core Long Short... £-162m £197m
Schroder GAIA Sirios US Equity £-137m £242m
Sycomore L/S Opportunities £-101m £338m
Schroder GAIA Egerton Equity £-100m £802m

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