Equity Long / Short

Strategy Research, 25 Feb 2021

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 -1.1
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
Odey Swan Directional 23.6
Arcus Japan Long/Short Directional 17.0
Odey Special Situations Directional 14.1
Algebris Financial Equity Fund Directional 13.7
Majedie Tortoise Conservative 12.9
BANOR SICAV Greater China Equity Directional 11.8
Lupus Alpha All Opportunities Fund (C) Conservative 11.4
Charlemagne OAKS Emerging and Frontier Opp... Directional 10.3
Prosper Stars & Stripes Conservative 10.3
BNP Paribas Environmental Absolute Return ... Conservative 10.3

Bottom Funds YTD

YTD
LO Funds - Fundamental Equity Long Short Conservative -26.3
Wellington Disruptive Technology and Innov... Directional -13.8
Carmignac Portfolio Long-Short Global Equi... Conservative -9.8
Wellington Global Health Care Long-Short Fund Directional -8.4
UBS Equity Opportunity Long Short Directional -6.7
Franklin K2 Chilton Equity Long Short UCIT... Directional -5.6
Ardevora Global Equity Fund Directional -5.3
MontLake Cooper Creek Partners North Ameri... Conservative -4.3
AQR Delphi Long-Short Equity Strategy UCITS Directional -3.9
Legg Mason Martin Currie European Absolute... Conservative -3.8

Largest New Launches (12M)

AUM
Ambienta X Alpha £357m
BNP Paribas Environmental Absolute Return Thema... £103m
Pictet TR Atlas Titan £60m
Summit Sustainable Opportunities L/S Equity Fund £38m
LandseerAM European Equity Focus Long/Short Fund £37m

Strategy AUM

31 December 2020
£34.3b -4% YOY

Largest Equity Long / Short Funds

AUM
Janus Henderson United Kingdom A... £2.4b
BlackRock European Absolute Return £2.2b
Eleva Absolute Return Europe £2.1b
Marshall Wace - TOPS UCITS £1.9b
Janus Henderson UK Absolute Return £1.4b

Largest Inflows (Q4'20 - Q4'19)

Change AUM
BlackRock European Absolute Return £967m £2.2b
Eleva Absolute Return Europe £782m £2.1b
Pictet Mandarin £471m £782m
Pictet TR Atlas £425m £833m
BlackRock European Absolute Alpha £392m £624m

Largest Outflows (Q4'20 - Q4'19)

Change AUM
Jupiter Absolute Return (UK) £-1,040m £118m
Ennismore Global Equity Fund £-481m £45m
Majedie Tortoise £-312m £382m
Neuberger Berman US Equity Index... £-268m £150m
LO Funds - Fundamental Equity Lo... £-262m £109m

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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.