Equity Long / Short

Strategy Research, 06 Dec 2021

Index Research Funds

AH Equity Long / Short UCITS Index

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2023 2.9 -0.9 2.0
2022 -2.0 -1.1 -0.1 -1.2 -0.4 -2.3 1.1 -0.3 -2.4 0.8 2.7 -0.3 -5.4
2021 -1.1 2.6 0.9 1.6 0.4 -0.1 -0.5 0.7 -0.5 1.0 -1.4 1.0 4.8
2020 -0.2 -2.5 -5.2 3.6 1.1 1.5 1.3 1.9 -0.6 -0.6 4.2 2.5 6.8
2019 2.1 0.7 0.2 0.9 -1.3 1.2 0.4 -0.5 -0.2 0.3 0.8 1.3 6.1
2018 1.7 -0.9 -0.5 0.4 0.6 -0.4 0.3 -0.3 -0.4 -3.0 -0.6 -1.9 -4.9
2017 1.0 0.3 0.8 0.6 0.9 0.0 0.9 0.5 0.4 0.9 -0.1 0.5 6.9
2016 -2.6 -0.9 0.4 -0.5 0.8 -1.3 1.6 0.3 0.4 -0.4 -0.3 0.7 -1.8
2015 0.9 1.7 0.7 0.7 1.2 -1.2 0.6 -1.4 -1.0 1.4 0.3 0.0 3.8
2014 -0.2 2.1 -1.0 -1.5 0.4 0.3 -0.8 0.9 -0.2 -0.3 1.0 0.0 0.6
2013 2.6 0.8 0.7 0.2 1.3 -1.1 2.4 -0.6 1.2 2.0 1.0 1.3 12.3
2012 2.3 2.2 -0.6 -0.3 -2.9 0.4 0.9 0.6 1.3 0.7 0.6 0.8 6.2
2011 -0.4 -0.1 0.5 0.8 -0.9 -0.4 -0.3 -3.7 -2.4 2.2 -1.7 -0.6 -6.8
2010 -1.2 0.3 1.9 0.2 -3.1 -1.4 1.4 -0.5 3.3 1.4 -0.1 2.4 4.4
Download Index Return Series

Top Funds YTD

YTD
Alkeon UCITS Directional 12.9
DNCA Invest - Venasquo Directional 11.3
MontLake Invenomic US Equity Long/Short UC... Conservative 9.6
U Access (IRL) Shannon River Directional 9.3
MontLake Virtuoso Directional 8.5
Aperture European Innovation Fund Directional 8.0
Schroder GAIA Contour Tech Equity Conservative 7.8
Prosper Stars & Stripes Conservative 7.6
Franklin K2 Wellington Technology Long Sho... Directional 7.5
Incline Global Long/Short Equity UCITS Directional 7.5

Bottom Funds YTD

YTD
MontLake Disciplined Alpha U.S. Long Short... Directional -13.3
Finlabo Dynamic US Equity Directional -10.3
Lumyna - ZEAL Greater China Long Short Directional -7.7
KLS Corinium Emerging Markets All Weather Directional -5.8
Odey Swan Directional -5.5
Banor SICAV Volta Long Short Equity Fund Directional -4.6
JPM US Opportunistic Long/Short Equity Directional -4.5
Veritas China Directional -4.2
Montlake Giano UCITS Conservative -4.2
Serviced Platform Select Equity Directional -4.0

Largest New Launches (12M)

AUM
IAM Carrhae Capital UCITS £82m
Tages Selwood Equity Absolute Return UCITS Fund £48m
Green Ash Chanos Equity Long / Short £15m
Lumyna - Proxy P Energy Transition UCITS Fund £13m
Alquant Convexus £8m

Strategy AUM

31 December 2022
£35.6b -12% YOY

Largest Equity Long / Short Funds

AUM
Eleva Absolute Return Europe £3.3b
Pictet TR Atlas £2.5b
Janus Henderson Absolute Return ... £2.1b
Lumyna - MW TOPS UCITS Fund £2.1b
Anima Star High Potential Europe £1.4b

Largest Inflows (Q4'22 - Q4'21)

Change AUM
Anima Star High Potential Europe £290m £1.4b
MontLake Invenomic US Equity Lon... £243m £300m
UBS (Irl) Investor Selection - O... £179m £332m
Carmignac Portfolio Long Short E... £168m £875m
Lazard European Alternative £162m £398m

Largest Outflows (Q4'22 - Q4'21)

Change AUM
Ardevora Global Equity Fund £-576m £396m
BlackRock Emerging Companies Abs... £-488m £422m
Schroder GAIA Egerton Equity £-347m £454m
Pictet Mandarin £-343m £589m
Janus Henderson Absolute Return ... £-339m £2.1b

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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.