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 -2.8
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
Argonaut Absolute Return Directional 16.6
InRIS Parus Directional 10.4
Odey Swan Directional 10.3
Schroder GAIA Contour Tech Equity Conservative 9.8
Lyxor / Sandler US Equity Conservative 9.7
Pictet Corto Europe Directional 8.4
HI EMIM Africa Fund Directional 5.8
BlackRock Asia Pacific Absolute Return Conservative 5.1
Veritas China Directional 4.0
U Access (IRL) Shannon River Directional 3.9

Bottom Funds YTD

YTD
H2O Global L/S Opportunities Directional -42.2
Merian UK Dynamic Equity Directional -34.3
Algebris Financial Equity Fund Directional -32.9
Polar Capital UK Absolute Equity Directional -32.1
Charlemagne OAKS Emerging and Frontier Opp... Conservative -31.5
SWMC Small Cap European Directional -25.3
KLS CDAM Global Opportunities Directional -24.7
SWMC European Fund Directional -23.4
Liontrust GF European Strategic Equity Directional -22.2
Kairos Pegasus UCITS Directional -22.0

Largest New Launches (12M)

AUM
U Access (IRL) Shannon River £93m
Franklin K2 Electron Global UCITS Fund £69m
Franklin K2 Wellington Technology Long Short UC... £27m
Franklin K2 Chilton Equity Long Short UCITS Fund £25m
MontLake Chelodina UCITS £17m

Strategy AUM

31 December 2019
£35.7b -25% YOY

Largest Equity Long / Short Funds

AUM
Janus Henderson United Kingdom A... £2.6b
Marshall Wace - MW TOPS UCITS £1.7b
Janus Henderson UK Absolute Return £1.6b
Eleva Absolute Return Europe £1.3b
Blackrock European Absolute Return £1.2b

Largest Inflows (Q4'19 - Q4'18)

Change AUM
Eleva Absolute Return Europe £775m £1.3b
BlackRock UK Emerging Companies ... £347m £488m
Varenne Global £203m £0m
BlackRock European Absolute Alpha £171m £232m
KLS Lomas US Equity Long Short £141m £163m

Largest Outflows (Q4'19 - Q4'18)

Change AUM
Janus Henderson UK Absolute Return £-676m £1.6b
Janus Henderson United Kingdom A... £-565m £2.6b
Blackrock European Absolute Return £-525m £1.2b
Kairos Pegasus UCITS £-441m £443m
Majedie Tortoise £-439m £694m

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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.