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
2020 -0.4 -3.2 -7.4 4.9 1.7 2.0 1.7 2.9 -1.1 -1.0 6.2 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
Janus Henderson Horizon China Fund Directional 12.9
Veritas China Directional 12.7
BANOR SICAV Greater China Equity Directional 12.6
Pictet Mandarin Directional 9.0
Summit Sustainable Opportunities L/S Equit... Directional 8.5
Platinum World Portfolios - Asia Fund Directional 7.3
Franklin K2 Electron Global UCITS Fund Directional 7.2
Odey Special Situations Directional 7.1
Finlabo Dynamic Emerging Markets Directional 6.9
Dalton Asia Pacific L/S UCITS Directional 6.6

Bottom Funds YTD

YTD
Odey Absolute Return Directional -8.1
Wellington Disruptive Technology and Innov... Directional -4.0
VT - Clear Peak Capital UK Long/Short Equity Directional -3.8
H2O Global L/S Opportunities Directional -3.5
Liontrust GF European Strategic Equity Directional -3.4
Ennismore European Smaller Companies Directional -2.8
BANOR SICAV Mistral Long Short Equity Directional -2.8
Ardevora UK Equity Directional -2.6
Kairos International SICAV - Key Directional -2.6
Franklin K2 Wellington Technology Long Sho... Directional -2.1

Largest New Launches (12M)

AUM
MontLake Virtuoso £5m

Largest Directional Funds

AUM
Schroder GAIA Egerton Equity £921m
Ardevora Global Equity Fund £896m
Varenne Valeur £773m
Pictet Mandarin £636m
Alliance Bernstein Select Absolu... £599m

Largest Inflows (Q3'20 - Q3'19)

Change AUM
Pictet Mandarin £292m £636m
Brilliance China Core Long Short... £167m £267m
BANOR SICAV Greater China Equity £149m £252m
Ardevora Global Equity Fund £137m £896m
Varenne Valeur £129m £773m

Largest Outflows (Q3'20 - Q3'19)

Change AUM
Kairos Pegasus UCITS £-345m £228m
Alken Fund Absolute Return Europe £-264m £169m
Schroder GAIA Sirios US Equity £-244m £384m
Danske Eastern Europe Absolute £-199m £8m
Kairos International SICAV - Key £-176m £159m

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