Equity Long / Short

Strategy Research, 13 Nov 2020

Index Research Funds

AH Equity Long / Short UCITS Index

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2021 -1.1 2.6 0.9 1.6 0.4 -0.1 -0.5 0.7 4.7
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
Fiera OAKS Emerging and Frontier Opportuni... Directional 34.4
Aperture European Innovation Fund Directional 23.6
AQR Sustainable Delphi Long-Short Equity U... Directional 23.4
Varenne Global Directional 22.9
Odey Swan Directional 21.7
Finlabo Dynamic Emerging Markets Directional 19.9
BANOR SICAV North America Long Short Equity Directional 19.3
BlackRock Asia Pacific Diversified Equity ... Conservative 17.8
Serviced Platform Select Equity Directional 17.2
Liontrust GF European Strategic Equity Directional 17.1

Bottom Funds YTD

YTD
BANOR SICAV Greater China Equity Directional -35.8
Janus Henderson Horizon China Opportunitie... Directional -17.4
Veritas China Directional -13.9
IAM Black and White Innovation UCITS Fund Conservative -13.6
VT - Clear Peak Capital UK Long/Short Equity Directional -11.8
Lyxor / Bluescale Global Equity Alpha Fund Conservative -10.8
BNP Paribas Environmental Absolute Return ... Directional -10.1
Fidelity Absolute Return Asian Equity Conservative -8.1
Alkeon UCITS Directional -6.6
Platinum World Portfolios - Asia Fund Directional -6.5

Largest New Launches (12M)

AUM
Pictet TR Atlas Titan £158m
IAM Prentice Long/Short Equity UCITS Fund £98m

Strategy AUM

30 June 2021
£36.8b 9% YOY

Largest Equity Long / Short Funds

AUM
Eleva Absolute Return Europe £2.6b
Janus Henderson Absolute Return ... £2.5b
Marshall Wace - TOPS UCITS £1.9b
Pictet TR Atlas £1.8b
Janus Henderson Absolute Return ... £1.4b

Largest Inflows (Q2'21 - Q2'20)

Change AUM
Pictet TR Atlas £1.2b £1.8b
Eleva Absolute Return Europe £909m £2.6b
Varenne Valeur £488m £1.2b
Pictet Mandarin £485m £989m
Man GLG Innovation Equity Altern... £329m £642m

Largest Outflows (Q2'21 - Q2'20)

Change AUM
Jupiter Absolute Return (UK) £-270m £75m
Man GLG European Mid-Cap Equity ... £-265m £73m
Schroder GAIA Sirios US Equity £-193m £264m
BlackRock European Absolute Retu... £-192m £1.3b
Ennismore Global Equity Fund £-186m £184m

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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.