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 -9.4
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 60.3
Seahawk Equity Long Short Fund Directional 19.3
Liontrust GF Tortoise Fund Directional 15.1
Liontrust GF European Strategic Equity Directional 14.2
Finlabo Dynamic US Equity Directional 14.0
VT - Clear Peak Capital UK Long/Short Equity Directional 12.5
BANOR SICAV Mistral Long Short Equity Directional 12.3
Argonaut Absolute Return Directional 11.5
MontLake Disciplined Alpha U.S. Long Short... Directional 9.9
Brook European Focus Absolute Return Directional 8.4

Bottom Funds YTD

YTD
Alkeon UCITS Directional -33.6
Jupiter Financial Innovation Fund Directional -33.5
DECALIA Muse Directional -29.4
Incline Global Long/Short Equity UCITS Directional -29.4
Merian UK Dynamic Equity Directional -28.7
Portland Hill Fund SICAV - ESG Catalyst Dr... Directional -26.8
Summit Sustainable Opportunities L/S Equit... Directional -25.6
Ardevora UK Equity Directional -25.2
Infusive Consumer Alpha Global Leaders Fund Directional -25.2
Franklin K2 Wellington Technology Long Sho... Directional -24.9

Largest Directional Funds

AUM
Varenne Valeur £1.5b
Pictet TR - Corto Europe £1.1b
Alliance Bernstein Select Absolu... £817m
Pictet Mandarin £785m
Ardevora Global Equity Fund £729m

Largest Inflows (Q1'22 - Q1'21)

Change AUM
Varenne Valeur £435m £1.5b
Pictet TR - Corto Europe £381m £1.1b
Serviced Platform Select Equity £237m £485m
Alliance Bernstein Select Absolu... £233m £817m
Varenne Global £175m £441m

Largest Outflows (Q1'22 - Q1'21)

Change AUM
Brilliance China Core Long Short... £-302m £197m
Ardevora Global Equity Fund £-244m £729m
BANOR SICAV Greater China Equity £-241m £127m
BNP Paribas Environmental Absolu... £-195m £156m
Schroder GAIA Egerton Equity £-156m £705m

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