Equity Long / Short Directional

Strategy Research, 13 Nov 2020

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 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
Fiera OAKS Emerging and Frontier Opportuni... Directional 34.4
Aperture European Innovation Fund Directional 23.6
AQR Sustainable Delphi Long-Short Equity U... Directional 23.4
Varenne Global Directional 22.9
Odey Swan Directional 21.7
Finlabo Dynamic Emerging Markets Directional 19.9
BANOR SICAV North America Long Short Equity Directional 19.3
Serviced Platform Select Equity Directional 17.2
Liontrust GF European Strategic Equity Directional 17.1
InRIS Parus Directional 17.1

Bottom Funds YTD

YTD
BANOR SICAV Greater China Equity Directional -35.8
Janus Henderson Horizon China Opportunitie... Directional -17.4
Veritas China Directional -13.9
VT - Clear Peak Capital UK Long/Short Equity Directional -11.8
BNP Paribas Environmental Absolute Return ... Directional -10.1
Alkeon UCITS Directional -6.6
Platinum World Portfolios - Asia Fund Directional -6.5
Kairos International SICAV - Italia Directional -6.0
Infusive Consumer Alpha Global Leaders Fund Directional -5.5
Incline Global Long/Short Equity UCITS Directional -5.0

Largest Directional Funds

AUM
Varenne Valeur £1.2b
Pictet Mandarin £989m
Ardevora Global Equity Fund £959m
Schroder GAIA Egerton Equity £862m
Alliance Bernstein Select Absolu... £584m

Largest Inflows (Q2'21 - Q2'20)

Change AUM
Varenne Valeur £488m £1.2b
Pictet Mandarin £485m £989m
BNP Paribas Environmental Absolu... £315m £381m
Varenne Global £186m £382m
Serviced Platform Select Equity £175m £363m

Largest Outflows (Q2'21 - Q2'20)

Change AUM
Schroder GAIA Sirios US Equity £-193m £264m
Ennismore Global Equity Fund £-186m £184m
Neuberger Berman US Equity Index... £-121m £275m
Ardevora UK Equity £-113m £52m
Odey Swan £-112m £106m

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