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
2019 3.1 1.0 0.4 1.5 -2.2 2.1 0.4 -0.9 -0.4 0.3 5.8
2018 2.6 -1.4 -1.3 0.4 0.8 -0.6 0.4 -0.8 -0.6 -4.5 -0.3 -3.4 -7.9
2017 1.6 0.7 0.9 0.6 1.5 0.1 1.3 0.9 0.5 1.6 0.2 0.8 11.7
2016 -3.9 -1.1 0.6 -0.6 0.8 -1.6 2.5 0.3 0.4 -0.6 -0.2 0.6 -2.3
2015 0.8 2.1 1.0 1.0 1.3 -1.5 0.4 -2.2 -1.5 1.7 0.2 -0.3 3.6
2014 -0.3 2.7 -1.2 -1.9 0.4 0.1 -0.7 1.3 -0.2 -0.2 1.6 0.2 2.2
2013 4.0 1.2 0.8 0.5 2.2 -2.1 3.0 -0.8 1.8 2.8 1.7 1.8 18.7
2012 2.7 3.2 -0.4 -0.6 -3.3 0.6 0.7 0.9 1.4 1.0 1.1 1.2 9.3
2011 -0.4 0.4 0.4 1.4 -0.9 -0.4 -0.5 -3.6 -4.4 3.9 -1.5 -0.1 -5.5
2010 -1.3 1.9 2.3 0.1 -2.0 -1.4 1.2 -0.1 4.9 1.7 0.2 2.8 11.2
Download Index Return Series

Top Funds YTD

YTD
BANOR SICAV Greater China Equity Directional 41.9
SWMC European Fund Directional 27.3
Ardevora Global Equity Fund Directional 26.4
Infusive Consumer Alpha Global L... Directional 25.4
Portland Hill Catalyst Driven St... Directional 24.1
Jupiter International Financials Directional 22.4
Ardevora UK Equity Directional 22.3
Merian UK Dynamic Equity Directional 21.9
Serviced Platform Select Equity Directional 21.3
Incline Global Long/Short Equity... Directional 20.7

Bottom Funds YTD

YTD
Odey Swan Directional -23.2
DNB ECO Absolute Return Directional -20.2
Odey European Focus Absolute Return Directional -16.4
MontLake Ronit Global Opportunities Directional -11.2
Uni-Global - Alternative Equitie... Directional -7.5
Blackwall Europe L/S Fund Directional -6.0
Pictet Corto Europe Directional -4.3
ChinaAMC China Growth Fund Directional -2.3
Finlabo Dynamic Equity Directional -2.3
Finlabo Dynamic US Equity Directional -1.8

Largest Directional Funds

AUM
Schroder GAIA Egerton Equity £909m
Ardevora Global Equity Fund £759m
Alliance Bernstein Select Absolu... £701m
Schroder GAIA Sirios US Equity £628m
Kairos Pegasus UCITS £574m

Largest Inflows (Q3'19 - Q3'18)

Change AUM
Pictet Mandarin £64m £344m
Odey European Focus Absolute Return £46m £95m
Serviced Platform Select Equity £32m £153m
Pictet Corto Europe £27m £549m
Odey Swan £26m £249m

Largest Outflows (Q3'19 - Q3'18)

Change AUM
Kairos Pegasus UCITS £-415m £574m
Sycomore L/S Opportunities £-406m £415m
InRIS Parus £-286m £148m
Alliance Bernstein Select Absolu... £-282m £701m
Schroder GAIA Egerton Equity £-274m £909m

or Register for Free

  • Access the full universe of UCITS Hedge Funds and Absolute Return Funds.
  • Build and curate a watchlist.
  • View the latest research.
Close Current Site Absolute Hedge is a market leading UCITS research database providing proprietary research on funds, themes and strategies in the UCITS space. Kepler Trust Intelligence is produced by the investment companies team at Kepler Partners and is the UK’s premier source of detailed qualitative research on investment trusts. Kepler Liquid Strategies is a Dublin domiciled UCITS fund platform featuring a number of best-of-breed fund managers. Kepler Partners is a corporate advisory and asset raising boutique specialising in the regulated funds market in Europe and investment trusts in the UK.