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
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
MontLake Invenomic US Equity Long/Short UC... Conservative 14.7
VT - Clear Peak Capital UK Long/Short Equity Directional 11.2
LF Brook Absolute Return Directional 9.9
Majedie Tortoise Directional 8.0
Odey Swan Directional 7.4
BlackRock Emerging Markets Absolute Return Conservative 7.2
Brook European Focus Absolute Return Directional 7.1
BDLCM Funds - Rempart Directional 6.4
Liontrust GF European Strategic Equity Directional 6.1
BANOR SICAV Mistral Long Short Equity Directional 5.4

Bottom Funds YTD

YTD
Summit Sustainable Opportunities L/S Equit... Directional -16.2
BNP Paribas Environmental Absolute Return ... Directional -14.2
DECALIA Muse Directional -14.2
Ardevora UK Equity Directional -13.5
Varenne Global Directional -13.5
BlackRock Emerging Companies Absolute Return Conservative -13.2
Ardevora Global Equity Fund Directional -13.0
Jupiter Financial Innovation Fund Directional -12.7
Infusive Consumer Alpha Global Leaders Fund Directional -11.0
U Access (IRL) Shannon River Directional -10.5

Largest New Launches (12M)

AUM
UBS (Irl) Investor Selection - O'Connor China L... £154m
PrivilEdge - Atlas Impact £71m
MontLake Invenomic US Equity Long/Short UCITS Fund £57m
HI BennBridge EM Absolute Return Fund £22m
Man GLG RI Global Sustainable Growth Alternative £16m

Strategy AUM

31 December 2021
£40.2b 13% YOY

Largest Equity Long / Short Funds

AUM
Eleva Absolute Return Europe £3.3b
Pictet TR Atlas £2.7b
Janus Henderson Absolute Return ... £2.5b
Marshall Wace - TOPS UCITS £2.0b
Varenne Valeur £1.6b

Largest Inflows (Q4'21 - Q4'20)

Change AUM
Pictet TR Atlas £1.9b £2.7b
Eleva Absolute Return Europe £1.2b £3.3b
Varenne Valeur £666m £1.6b
Pictet TR - Corto Europe £385m £1.0b
Carmignac Portfolio Long Short E... £352m £707m

Largest Outflows (Q4'21 - Q4'20)

Change AUM
BlackRock European Absolute Retu... £-767m £1.4b
Artemis US Absolute Return £-244m £46m
BANOR SICAV Greater China Equity £-181m £155m
Man GLG European Mid-Cap Equity ... £-168m £76m
Brilliance China Core Long Short... £-162m £197m

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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.