Equity Long / Short

Strategy Research, 06 Dec 2021

Index Research Funds

AH Equity Long / Short UCITS Index

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2022 -2.0 -1.1 -0.1 -1.2 -0.4 -2.3 1.1 -0.3 -2.4 0.8 -7.6
2021 -1.1 2.6 0.9 1.6 0.4 -0.1 -0.5 0.7 -0.5 1.0 -1.4 1.0 4.8
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 83.4
Seahawk Equity Long Short Fund Directional 40.1
MontLake Invenomic US Equity Long/Short UC... Conservative 34.8
MontLake Cooper Creek Partners North Ameri... Conservative 30.0
Finlabo Dynamic US Equity Directional 23.6
Liontrust GF Tortoise Fund Directional 22.4
Liontrust GF European Strategic Equity Directional 18.4
Brook European Focus Absolute Return Directional 16.7
Boston Partners Global Long/Short Directional 14.9
BANOR SICAV Mistral Long Short Equity Directional 13.4

Bottom Funds YTD

YTD
Alkeon UCITS Directional -41.6
BANOR SICAV Greater China Equity Directional -39.9
Franklin K2 Wellington Technology Long Sho... Directional -33.3
Lumyna - ZEAL Greater China Long Short Directional -33.1
Jupiter Financial Innovation Fund Directional -32.6
Janus Henderson Horizon China Opportunitie... Directional -30.9
Incline Global Long/Short Equity UCITS Directional -29.0
Infusive Consumer Alpha Global Leaders Fund Directional -28.9
DECALIA Muse Directional -27.7
Portland Hill Fund SICAV - ESG Catalyst Dr... Directional -27.6

Largest New Launches (12M)

AUM
U Access (IRL) Bain Capital Global Equity LS Su... £119m
IAM Carrhae Capital UCITS £90m
Alquant Convexus £8m
Lumyna - Proxy P Energy Transition UCITS Fund £6m

Strategy AUM

30 September 2022
£37.5b -4% YOY

Largest Equity Long / Short Funds

AUM
Eleva Absolute Return Europe £3.3b
Pictet TR Atlas £2.7b
Lumyna - MW TOPS UCITS Fund £2.2b
Janus Henderson Absolute Return ... £2.2b
BlackRock European Absolute Retu... £1.4b

Largest Inflows (Q3'22 - Q3'21)

Change AUM
Pictet TR Atlas £502m £2.7b
Eleva Absolute Return Europe £458m £3.3b
Carmignac Portfolio Long Short E... £450m £997m
Anima Star High Potential Europe £367m £1.3b
MontLake Invenomic US Equity Lon... £181m £208m

Largest Outflows (Q3'22 - Q3'21)

Change AUM
Ardevora Global Equity Fund £-494m £460m
Janus Henderson Absolute Return ... £-439m £2.2b
BlackRock Emerging Companies Abs... £-389m £487m
BNP Paribas Environmental Absolu... £-324m £66m
Schroder GAIA Egerton Equity £-299m £517m

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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.