Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

MS Long Term Trends B UCITS GBP Acc

Ranked 5 out of 19 in - Managed Futures over 12 months
All calculations are in GBP unless stated

Managed by

David Harding

David Harding is a director of Winton Capital Management and is the Chief Executive Officer of Winton Capital Group. He co-founded Winton Capital Management in 1997. David graduated from Cambridge University in 1982 with a First Class Honours degree in Natural Sciences specializing in Theoretical Physics. He then embarked on a career in the analysis of futures and trading markets, which led him to co-found Adam, Harding and Lueck Ltd (“AHL”) in 1987 with Martin Lueck and Michael Adam. AHL rapidly became one of the leading CTAs in the UK and was acquired by Man Group plc in 1994.

Objective

The Sub-Fund’s investment objective is to provide Shareholders with returns based on exposure to the Winton Diversified Program, investments in transferable securities and money market instruments issued by government issuers, and investments in cash deposits and cash equivalent securities. The Sub-Fund is likely to have a medium to high level of volatility.

Showing fund performance in United Kingdom View performance globally

Performance

Managed Futures over : 31/05/2017 - 31/05/2018
  • Rank 5/19 Total Return
  • Rank 7/19 Standard Deviation
  • Rank 5/19 Max Drawdown
Fund Name Currency Return
3 DB Platinum IV Systematic Alpha I1C-G GBP

4.9%

4 Montlake Dunn WMA Institutional UCITS Inst B GBP GBP

4.2%

5 MS Long Term Trends B UCITS GBP Acc GBP

3.2%

6 Lyxor/WNT Fund I GBP GBP

1.6%

7 Akragas UCITS-SICAV - Demetra Fund (GBP) D

Currency exposure is hedged

Currency exposure is hedged

GBP

1.1%

Fund Name Currency Risk
5 AQR Managed Futures UCITS F Acc GBP GBP

7.9

6 Goldman Sachs Alternative Trend Pf R GBP-H

Currency exposure is hedged

Currency exposure is hedged

GBP

8.3

7 MS Long Term Trends B UCITS GBP Acc GBP

8.5

8 PIMCO GIS TRENDS Mgd Fut Strat E GBP Hdg Inc

Currency exposure is hedged

Currency exposure is hedged

GBP

8.8

9 SEB 1 Asset Selection C (H-GBP) GBP

9.5

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -2.7%
2017 4.1% 0.1% -2.9% 0.2% 6.9%
2016 -2.9% 1.7% 0.9% -2.0% -3.4%
2015 2.5% 5.1% -6.5% 4.0% 0.3%
2014 15.7% -0.6% 3.5% 2.2% 10.0%
2013 -1.1% 5.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. France
  4. Germany
  5. Ireland
  6. Italy
  7. Spain
  8. Switzerland
  9. United Kingdom

Fund Info

  • Launch date12/04/2013
  • Share Class size06Mn
  • Base currencyGBP
  • ISIN IE00B84YP422

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • 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).