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
2020 -0.2 -2.5 -5.2 3.6 1.3 -3.3
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
Argonaut Absolute Return Directional 20.8
Veritas China Directional 20.6
Alger SICAV - Alger Dynamic Opportunities ... Directional 20.2
Schroder GAIA Contour Tech Equity Conservative 16.9
Incline Global Long/Short Equity UCITS Directional 15.7
Prosper Stars & Stripes Conservative 13.1
Lumyna - ZEAL Greater China Long Short Directional 12.0
Credit Suisse Small and Mid Cap Alpha Long... Directional 11.3
U Access (IRL) Shannon River Directional 10.7
InRIS Prentice Conservative 10.5

Bottom Funds YTD

YTD
H2O Global L/S Opportunities Directional -34.5
Algebris Financial Equity Fund Directional -27.0
Charlemagne OAKS Emerging and Frontier Opp... Conservative -25.5
Liontrust GF European Strategic Equity Directional -21.5
Arcus Japan Long/Short Directional -18.5
Protea Crawford Lake US Equities Fund Conservative -17.9
BlackRock Emerging Markets Absolute Return Conservative -16.8
BANOR SICAV North America Long Short Equity Directional -16.0
Maverick Fundamental Quant UCITS Conservative -15.3
KLS Lomas US Equity Long Short Conservative -14.6

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.