Market Neutral Discretionary

Strategy Research, 26 Oct 2016

Index Research Funds

Sub Index - Market Neutral Discretionary

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2023 0.4 0.2 0.7
2022 -0.3 0.0 0.1 0.1 -0.1 -0.6 0.3 0.0 -0.2 0.1 0.1 0.3 -0.3
2021 -0.3 0.7 -0.5 0.3 -0.1 -0.2 -0.3 0.5 0.0 0.2 -0.5 0.0 -0.3
2020 0.1 -0.1 -1.2 1.0 0.0 0.6 0.3 0.4 0.1 -0.5 1.9 0.5 3.0
2019 1.3 0.3 -0.8 0.1 -0.2 0.1 0.3 0.4 0.1 0.1 0.0 0.9 2.5
2018 0.6 -0.5 0.3 -0.1 0.4 -0.3 0.0 -0.8 0.0 -0.8 -1.0 -0.6 -2.8
2017 0.7 -0.2 0.1 0.4 -0.1 -0.2 0.3 0.1 0.1 0.0 -0.3 0.1 1.0
2016 -1.2 -0.9 -0.2 -0.6 0.5 -2.0 0.4 0.2 0.4 -0.1 0.1 -0.1 -3.4
2015 0.8 0.1 0.3 0.7 0.6 -0.6 0.3 0.1 -0.3 0.2 0.8 0.8 3.8
2014 0.6 0.4 -0.5 -1.1 -0.6 -0.2 -0.1 0.1 0.0 0.3 0.5 0.4 -0.1
2013 1.5 0.8 0.2 0.6 0.7 0.8 0.4 -0.1 0.4 0.2 0.7 0.2 6.3
2012 0.7 1.0 0.4 -0.5 -1.1 -0.1 -0.1 -0.2 0.2 0.6 0.6 0.3 1.9
2011 0.1 -0.2 0.2 -0.1 -0.5 0.2 -0.3 -1.2 -0.1 0.9 -0.2 -0.2 -1.3
2010 0.4 -0.2 0.9 0.2 -0.2 -0.5 0.8 -0.2 0.7 0.8 0.3 0.4 3.8
Download Index Return Series

Top Funds YTD

YTD
Exane Ceres Discretionary 8.6
Zest North America Pairs Relative Discretionary 7.5
DNCA Invest - Miuri Discretionary 6.7
Pictet Agora Discretionary 4.8
Portland Hill Fund SICAV - ESG European Lo... Discretionary 4.1
InRIS Perdurance Market Neutral Discretionary 3.7
Exane Overdrive Discretionary 3.1
Man GLG Alpha Select Alternative Discretionary 2.6
Pictet TR Aquila Discretionary 2.2
BMO Real Estate Equity Market Neutral Fund Discretionary 1.8

Bottom Funds YTD

YTD
LO Funds - TerreNeuve Discretionary -3.3
Janus Henderson Global Equity Market Neutr... Discretionary -3.1
Fulcrum Thematic Equity Market Neutral Discretionary -2.7
Memnon Market Neutral Discretionary -1.7
HI European Market Neutral Fund Discretionary -1.5
Aegon Global Equity Market Neutral Discretionary -1.1
TM Tellworth UK Select Discretionary -0.9
Man GLG European Equity Alternative Discretionary -0.7
UBAM - Europe Market Neutral Discretionary -0.6
Wellington Climate Market Neutral Fund Discretionary -0.5

Largest Discretionary Funds

AUM
Exane Pleiade £1.7b
Man GLG Alpha Select Alternative £1.7b
Candriam Absolute Return Equity ... £902m
TM Tellworth UK Select £649m
Lumyna - Sandbar Global Equity M... £574m

Largest Inflows (Q4'22 - Q4'21)

Change AUM
TM Tellworth UK Select £589m £649m
Candriam Absolute Return Equity ... £322m £902m
JPM Europe Equity Absolute Alpha £304m £343m
Man GLG Alpha Select Alternative £272m £1.7b
LandseerAM European Equity Focus... £209m £511m

Largest Outflows (Q4'22 - Q4'21)

Change AUM
Lumyna - Sandbar Global Equity M... £-584m £574m
Exane Ceres £-211m £243m
Janus Henderson Global Equity Ma... £-174m £106m
Pictet Agora £-149m £425m
BMO Real Estate Equity Market Ne... £-87m £362m

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