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 1.7 2.0 1.7 -1.2
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
Veritas China Directional 35.3
BANOR SICAV Greater China Equity Directional 30.6
Odey Special Situations Directional 29.1
Alger SICAV - Alger Dynamic Opportunities ... Directional 27.3
Argonaut Absolute Return Directional 26.9
Infusive Consumer Alpha Global Leaders Fund Directional 23.4
Incline Global Long/Short Equity UCITS Directional 20.8
Lumyna - ZEAL Greater China Long Short Directional 19.4
Platinum World Portfolios - Asia Fund Directional 18.3
Pictet Mandarin Directional 15.1

Bottom Funds YTD

YTD
H2O Global L/S Opportunities Directional -34.6
Algebris Financial Equity Fund Directional -22.8
Liontrust GF European Strategic Equity Directional -22.5
Arcus Japan Long/Short Directional -19.8
BANOR SICAV Mistral Long Short Equity Directional -16.7
BANOR SICAV North America Long Short Equity Directional -15.7
Kairos Pegasus UCITS Directional -15.6
Uni-Global - Alternative Equities Compass ... Directional -15.4
MontLake New Mountain Vantage UCITS Directional -15.2
Odey Swan Directional -14.9

Largest New Launches (12M)

AUM
U Access (IRL) Shannon River £146m
Franklin K2 Electron Global UCITS Fund £56m
Franklin K2 Wellington Technology Long Short UC... £31m
Franklin K2 Chilton Equity Long Short UCITS Fund £23m
Odey Special Situations £14m

Largest Directional Funds

AUM
Schroder GAIA Egerton Equity £881m
Ardevora Global Equity Fund £869m
Alliance Bernstein Select Absolu... £599m
Pictet Corto Europe £585m
Pictet Mandarin £504m

Largest Inflows (Q2'20 - Q2'19)

Change AUM
Varenne Global £147m £0m
Brilliance China Core Long Short... £142m £189m
Pictet Mandarin £119m £504m
Ardevora Global Equity Fund £118m £869m
BANOR SICAV Greater China Equity £111m £219m

Largest Outflows (Q2'20 - Q2'19)

Change AUM
Kairos Pegasus UCITS £-473m £261m
Alken Fund Absolute Return Europe £-288m £207m
Kairos International SICAV - Key £-231m £336m
Schroder GAIA Sirios US Equity £-201m £457m
Odey Absolute Return £-195m £475m

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