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Top performing Alt Ucits L/S equity funds

Citywire Asia presents the top five alternative Ucits long/short equity funds in August

In this gallery, we look at alternative UCITs long/short equity funds which emerged as top performers over the one year ending 31 August.

The analysis is based on funds that are available for sale in Singapore and/or Hong Kong. Fund performance is measured by total returns in euro terms. Where benchmarks are not provided by fund houses, average fund performance in the alternative UCITs long/short equity sector will be used for comparison purposes.

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In this gallery, we look at alternative UCITs long/short equity funds which emerged as top performers over the one year ending 31 August.

The analysis is based on funds that are available for sale in Singapore and/or Hong Kong. Fund performance is measured by total returns in euro terms. Where benchmarks are not provided by fund houses, average fund performance in the alternative UCITs long/short equity sector will be used for comparison purposes.

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The Hector SICAV Campsor Long Short equity fund was launched in March 2012. Over one year to end August, the fund returned 19.7% with a max drawdown of -11.3%.

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Since February 2011, the Ardevora global equity fund has been jointly managed by Citywire AAA-rated Ben Fitchew and AA-rated William Pattisson and Jeremy Lang.

The fund, which follows a 150/50 structure, was most overweight on the information technology sector and most underweight on the financial sector, as of end August.

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Citywire AA-rated Ashish Kochar has been managing the Threadneedle American Extended Alpha fund since January 2014.

Focused on North America, the fund had 41 long positions and 36 short positions, as of end August. Kochar’s top 10 holdings were largely in the information technology sector which was cited to be the key contributing sector to the fund's year-to-date returns.

The executive believes that meeting the company management is a crucial part of the research process. As such, his team participates in more than 700 meetings a year.

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Guy Rushton has been at the helm of the Polar Capital UK Absolute equity fund since its launch in September 2014. In February, the fund was soft closed to new investors after surpassing £500 million ($656.9 million) in assets.

In terms of sectoral allocation, the fund holds the largest net exposure in the consumer discretionary (28.5%), information technology (28.2%) and materials (14.6%) sectors. As of end August, it's assets under management stand at £645.8 million($848.5 million).

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Since 2009, Henrik Rhenman has been the lead portfolio manager of the Rhenman Healthcare equity long/short fund. Susanna Urdmark joined Rhenman in April 2017 to co-manage the fund which has an investment objective of achieving a net annual return of at least 12.0%.

Under the watch of Rhenman, the fund managed to deliver an annualised return of about 22.0% since its inception.

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