Equity Long / Short Directional

Strategy Research, 25 Feb 2021

Index Research Funds

Sub Index - Equity Long / Short Directional

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2021 -0.8 3.4 1.2 3.7
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 29.6
Arcus Japan Long/Short Directional 21.1
Algebris Financial Equity Fund Directional 19.5
Finlabo Dynamic Emerging Markets Directional 14.3
Fiera OAKS Emerging and Frontier Opportuni... Directional 14.0
Finlabo Dynamic Equity Directional 13.9
Majedie Tortoise Directional 13.7
Liontrust GF European Strategic Equity Directional 13.4
Finlabo Dynamic US Equity Directional 13.1
Boston Partners Global Long/Short Directional 11.7

Bottom Funds YTD

YTD
Wellington Global Health Care Long-Short Fund Directional -10.0
Veritas China Directional -8.1
BANOR SICAV Greater China Equity Directional -4.5
Incline Global Long/Short Equity UCITS Directional -4.4
UBS Equity Opportunity Long Short Directional -3.8
Janus Henderson Horizon China Fund Directional -3.5
Lumyna - ZEAL Greater China Long Short Directional -2.8
VT - Clear Peak Capital UK Long/Short Equity Directional -1.4
Jupiter International Financials Directional -1.0
Credit Suisse Small and Mid Cap Alpha Long... Directional -0.9

Largest New Launches (12M)

AUM
Ambienta X Alpha £357m
Summit Sustainable Opportunities L/S Equity Fund £38m
MontLake Virtuoso £4m

Largest Directional Funds

AUM
Ardevora Global Equity Fund £977m
Schroder GAIA Egerton Equity £901m
Varenne Valeur £893m
Pictet Mandarin £782m
Alliance Bernstein Select Absolu... £599m

Largest Inflows (Q4'20 - Q4'19)

Change AUM
Pictet Mandarin £471m £782m
Varenne Valeur £248m £893m
Ardevora Global Equity Fund £235m £977m
Brilliance China Core Long Short... £215m £359m
BANOR SICAV Greater China Equity £201m £335m

Largest Outflows (Q4'20 - Q4'19)

Change AUM
Ennismore Global Equity Fund £-481m £45m
Majedie Tortoise £-312m £382m
Neuberger Berman US Equity Index... £-268m £150m
Kairos Pegasus UCITS £-230m £213m
Schroder GAIA Sirios US Equity £-216m £379m

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