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
2020 -0.4 -3.2 -7.4 4.9 -6.3
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
Veritas China Directional 20.4
Alger SICAV - Alger Dynamic Opportunities ... Directional 17.5
Argonaut Absolute Return Directional 16.8
Incline Global Long/Short Equity UCITS Directional 15.2
Credit Suisse Small and Mid Cap Alpha Long... Directional 10.5
U Access (IRL) Shannon River Directional 9.8
Lumyna - ZEAL Greater China Long Short Directional 8.6
Pictet Corto Europe Directional 8.5
Man GLG US Absolute Alpha Directional 8.3
Pictet Mandarin Directional 6.2

Bottom Funds YTD

YTD
H2O Global L/S Opportunities Directional -36.0
Algebris Financial Equity Fund Directional -27.9
Liontrust GF European Strategic Equity Directional -21.6
Arcus Japan Long/Short Directional -18.9
Merian UK Dynamic Equity Directional -16.9
Platinum World Portfolios - International ... Directional -15.4
SWMC European Fund Directional -14.8
BANOR SICAV North America Long Short Equity Directional -14.2
Kairos Pegasus UCITS Directional -14.0
SWMC Small Cap European Directional -13.0

Largest New Launches (12M)

AUM
U Access (IRL) Shannon River £116m
Franklin K2 Electron Global UCITS Fund £60m
Franklin K2 Wellington Technology Long Short UC... £26m
Franklin K2 Chilton Equity Long Short UCITS Fund £22m
Odey Special Situations £10m

Largest Directional Funds

AUM
Ardevora Global Equity Fund £724m
Schroder GAIA Egerton Equity £711m
Alliance Bernstein Select Absolu... £569m
Pictet Corto Europe £553m
Schroder GAIA Sirios US Equity £519m

Largest Inflows (Q1'20 - Q1'19)

Change AUM
Brilliance China Core Long Short... £138m £189m
Varenne Global £129m £0m
Serviced Platform Select Equity £46m £157m
Ardevora Global Equity Fund £38m £724m
BANOR SICAV Greater China Equity £30m £136m

Largest Outflows (Q1'20 - Q1'19)

Change AUM
Kairos Pegasus UCITS £-489m £298m
Schroder GAIA Egerton Equity £-343m £711m
Alken Fund Absolute Return Europe £-315m £231m
Odey Absolute Return £-314m £424m
Alliance Bernstein Select Absolu... £-272m £569m

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