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MLIS Marshall Wace TOPS UCITS (Mkt Ntrl) GBP B Acc

Ranked 13 out of 27 in - Market Neutral over 12 months
All calculations are in GBP unless stated

Managed by

Anthony Clake

Anthony Clake currently works at Marshall Wace where he has been responsible for the evolution of the TOPS strategies since their inception in 2001. As the global portfolio manager for TOPS, he has overseen the geographic expansion of this investment process across Europe, Asia, North and South America as well as Emerging Markets. In recognition of his contribution to the development of Marshall Wace Anthony was made a partner in 2004. Anthony joined Marshall Wace in August 2001 directly from university following consultancy work with the company during 1999 and 2000. Previously he studied Philosophy, Politics and Economics at Queen's College, Oxford.

Alan Hofmeyr

Alan Hofmeyr joined Marshall Wace in 2008 as head of quantitative research and was made a partner of Marshall Wace in December 2011. He joined the firm from Lehman Brothers, where he was head of the quantitative portfolio advisory team, with responsibility for advising quantitative asset managers on key elements of the investment process, including alpha generation, risk modelling and portfolio construction. Alan holds an MBA in Finance with Distinction from the London Business School and a BA (Hons) in Industrial Economics from the University of Nottingham.

Objective

The investment objective of the Sub-Fund is to provide investors with consistent absolute returns primarily through investing in global equities. The Sub-Fund will be predominantly focused on European equities, but Marshall Wace LLP (the "Investment Manager") will also allocate a proportion of the Sub-Fund’s assets to strategies in Asia, Australasia and North and South America. The Sub-Fund will seek to preserve capital through the use of various risk management techniques, given its long term investment strategy.

Showing fund performance in United Kingdom View performance globally

Performance

Market Neutral over : 31/03/2017 - 31/03/2018
  • Rank 13/27 Total Return
  • Rank 11/27 Standard Deviation
  • Rank 11/27 Max Drawdown
Fund Name Currency Return
11 OYSTER Market Neutral Europe R GBP HP PF

Currency exposure is hedged

Currency exposure is hedged

GBP

3.7%

12 Phileas L/S Europe I GBP GBP

3.5%

13 MLIS Marshall Wace TOPS UCITS (Mkt Ntrl) GBP B Acc GBP

3.5%

14 Insight - Absolute Insight Eq Market Neut S GBP GBP

3.4%

15 AC Adaptive Diversification 12 GBP A GBP

2.8%

Fund Name Currency Risk
9 GAM Multistock - Absolute Return Europe Eq-GBP Bh

Currency exposure is hedged

Currency exposure is hedged

GBP

2.9

9 Man GLG Alpha Select Alternative DL GBP GBP

2.9

11 MLIS Marshall Wace TOPS UCITS (Mkt Ntrl) GBP B Acc GBP

3.1

12 Phileas L/S Europe I GBP GBP

3.1

13 RAM (Lux) SF-Long/Short Emerging Mkts Eq UH(GBP)

Currency exposure is hedged

Currency exposure is hedged

GBP

3.4

Fund Name Currency Loss
10 Phileas L/S Europe I GBP GBP

-1.3%

11 MLIS Marshall Wace TOPS UCITS (Mkt Ntrl) GBP B Acc GBP

-1.5%

12 GAM Star (Lux) European Alpha C GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.7%

13 RAM (Lux) SF-Long/Short Emerging Mkts Eq UH(GBP)

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.9%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 0.4%
2017 3.8% 0.7% 0.9% 1.4% 0.7%
2016 1.9% -0.3% 0.7% -0.1% 1.7%
2015 9.4% 2.1% 1.2% 4.8% 1.0%
2014 7.2% 0.4% -0.2% 2.0% 5.0%
2013 8.7% 4.3% 1.5% -0.1% 2.8%
2012 6.9% 2.3% -1.5% 5.0% 1.0%
2011 3.2% 1.9% 0.4% -1.2% 2.1%
2010 0.2% 1.0% -2.5% 0.5% 1.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Cyprus
  4. Finland
  5. France
  6. Germany
  7. Ireland
  8. Italy
  9. Luxembourg
  10. Netherlands
  11. Norway
  12. Portugal
  13. Singapore
  14. Spain
  15. Sweden
  16. Switzerland
  17. United Kingdom

Fund Info

  • Launch date23/11/2007
  • Share Class size202Mn
  • Base currencyGBP
  • ISIN LU0333227121

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment0

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).