Equity Long / Short

Strategy Research, 18 Jun 2020

Index Research Funds

AH Equity Long / Short UCITS Index

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2020 -0.2 -2.5 -5.2 3.6 1.3 1.5 -1.9
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
Veritas China Directional 35.3
Odey Special Situations Directional 31.2
Argonaut Absolute Return Directional 23.5
Alger SICAV - Alger Dynamic Opportunities ... Directional 22.6
Incline Global Long/Short Equity UCITS Directional 21.0
Schroder GAIA Contour Tech Equity Conservative 20.8
Lumyna - ZEAL Greater China Long Short Directional 16.9
BANOR SICAV Greater China Equity Directional 14.3
Infusive Consumer Alpha Global Leaders Fund Directional 14.0
InRIS Prentice Conservative 13.6

Bottom Funds YTD

YTD
H2O Global L/S Opportunities Directional -33.7
Algebris Financial Equity Fund Directional -26.5
Charlemagne OAKS Emerging and Frontier Opp... Conservative -24.6
Liontrust GF European Strategic Equity Directional -24.2
Arcus Japan Long/Short Directional -22.2
BlackRock Emerging Markets Absolute Return Conservative -19.7
Maverick Fundamental Quant UCITS Conservative -16.7
Protea Crawford Lake US Equities Fund Conservative -15.8
Finlabo Dynamic US Equity Directional -15.5
MontLake New Mountain Vantage UCITS Directional -15.0

Largest New Launches (12M)

AUM
U Access (IRL) Shannon River £116m
IAM Black and White Innovation UCITS Fund £65m
Franklin K2 Electron Global UCITS Fund £60m
MontLake Chelodina UCITS £41m
Franklin K2 Wellington Technology Long Short UC... £26m

Strategy AUM

31 March 2020
£30.5b -30% YOY

Largest Equity Long / Short Funds

AUM
Janus Henderson United Kingdom A... £2.3b
Marshall Wace - MW TOPS UCITS £1.7b
Janus Henderson UK Absolute Return £1.5b
Eleva Absolute Return Europe £1.4b
Blackrock European Absolute Return £1.1b

Largest Inflows (Q1'20 - Q1'19)

Change AUM
Eleva Absolute Return Europe £651m £1.4b
BlackRock UK Emerging Companies ... £428m £572m
Lyxor / Sandler US Equity £221m £712m
BlackRock European Absolute Alpha £171m £263m
Brilliance China Core Long Short... £138m £189m

Largest Outflows (Q1'20 - Q1'19)

Change AUM
Jupiter Absolute Return (UK) £-996m £463m
Majedie Tortoise £-708m £350m
Janus Henderson UK Absolute Return £-691m £1.5b
Janus Henderson United Kingdom A... £-559m £2.3b
Kairos Pegasus UCITS £-489m £298m

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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.