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
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 Special Situations Directional 7.1
Jupiter International Financials Directional 6.5
Franklin K2 Wellington Technology Long Sho... Directional 5.7
Alger SICAV - Alger Dynamic Opportunities ... Directional 5.5
DECALIA Muse Conservative 5.0
AQR Delphi Long-Short Equity Strategy UCITS Directional 4.9
U Access (IRL) Shannon River Directional 4.9
JPM US Opportunistic Long/Short Equity Directional 4.8
UBS Equity Opportunity Long Short Directional 4.5
Incline Global Long/Short Equity UCITS Directional 4.1

Bottom Funds YTD

YTD
Jupiter Global Levered Absolute Return Conservative -10.4
Jupiter Global Absolute Return (Lux) Conservative -6.0
Jupiter Absolute Return (UK) Conservative -5.5
DNB ECO Absolute Return Directional -5.5
BlackRock Emerging Markets Absolute Return Conservative -4.6
MontLake Ronit Global Opportunities Directional -4.0
Majedie Tortoise Conservative -3.8
Odey Swan Directional -3.7
BANOR SICAV Italy Long Short Equity Directional -3.5
H2O Global L/S Opportunities Directional -3.3

Largest New Launches (12M)

AUM
SEB Bodenholm Absolute Return £289m
U Access (IRL) Shannon River £93m
Franklin K2 Electron Global UCITS Fund £69m
Neuberger Berman Absolute Alpha £30m
Franklin K2 Wellington Technology Long Short UC... £27m

Strategy AUM

30 September 2019
£38.4b -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 (Q3'19 - Q3'18)

Change AUM
Eleva Absolute Return Europe £775m £1.3b
Eleva Absolute Return Europe £692m £1.3b
BlackRock UK Emerging Companies ... £347m £488m
Varenne Global £229m £0m
Blackrock European Absolute Return £225m £1.2b

Largest Outflows (Q3'19 - Q3'18)

Change AUM
BNY Mellon Absolute Return Equity £-1,596m £372m
Janus Henderson United Kingdom A... £-1,359m £2.6b
BNY Mellon Absolute Return Equity £-1,265m £372m
DNCA Invest - Miuri £-923m £372m
DNCA Invest - Velador £-843m £146m

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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.