Equity Long / Short

Strategy Research, 17 Dec 2013

Index Research Funds

AH Equity Long / Short UCITS Index

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2019 2.0 0.6 0.1 0.9 -1.4 1.2 0.4 -0.5 -0.3 0.3 3.8
2018 1.7 -1.0 -0.6 0.3 0.6 -0.4 0.2 -0.4 -0.4 -3.0 -0.6 -1.9 -4.9
2017 1.0 0.3 0.7 0.6 0.9 -0.1 0.8 0.4 0.4 0.8 -0.1 0.4 6.9
2016 -2.6 -1.0 0.4 -0.5 0.8 -1.4 1.5 0.2 0.4 -0.4 -0.4 0.7 -1.8
2015 0.8 1.6 0.7 0.6 1.2 -1.2 0.6 -1.5 -1.1 1.3 0.2 0.0 3.8
2014 -0.2 2.0 -1.1 -1.5 0.4 0.2 -0.8 0.8 -0.3 -0.3 0.9 0.0 0.5
2013 2.6 0.8 0.7 0.1 1.2 -1.1 2.3 -0.7 1.2 1.9 1.0 1.2 12.3
2012 2.3 2.1 -0.6 -0.4 -2.9 0.4 0.9 0.6 1.3 0.6 0.6 0.8 6.2
2011 -0.5 -0.1 0.5 0.8 -1.0 -0.5 -0.3 -3.7 -2.4 2.1 -1.8 -0.6 -6.9
2010 -1.2 0.2 1.9 0.1 -3.2 -1.4 1.3 -0.5 3.3 1.3 -0.1 2.3 4.4
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
Jupiter Global Levered Absolute ... Conservative -12.7
MontLake Ronit Global Opportunities Directional -11.2
Montlake Giano UCITS Conservative -9.3
Uni-Global - Alternative Equitie... Directional -7.5
Majedie Tortoise Conservative -7.5
Schroder ISF European Alpha Abso... Conservative -6.7
Carmignac Portfolio Long-Short G... Conservative -6.7

Largest New Launches (12M)

AUM
SEB Bodenholm Absolute Return £289m
Nordea 1 - European Long/Short Equity Fund £62m
Carmignac Portfolio Long-Short Global Equities £49m
Neuberger Berman Absolute Alpha £34m
Prosper Stars & Stripes £26m

Strategy AUM

30 September 2019
£38.4b -25% YOY

Largest Equity Long / Short Funds

AUM
Janus Henderson United Kingdom A... £2.7b
Janus Henderson UK Absolute Return £1.8b
Blackrock European Absolute Return £1.4b
Jupiter Absolute Return (UK) £1.3b
Eleva Absolute Return Europe £1.1b

Largest Inflows (Q3'19 - Q3'18)

Change AUM
Eleva Absolute Return Europe £692m £1.1b
Blackrock European Absolute Return £225m £1.4b
BlackRock European Absolute Alpha £148m £204m
Lyxor / Sandler US Equity £135m £588m
KLS Lomas US Equity Long Short £126m £148m

Largest Outflows (Q3'19 - Q3'18)

Change AUM
BNY Mellon Absolute Return Equity £-1,596m £480m
Janus Henderson United Kingdom A... £-1,359m £2.7b
DNCA Invest - Miuri £-923m £310m
DNCA Invest - Velador £-843m £146m
Janus Henderson UK Absolute Return £-769m £1.8b

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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.