Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

MW TOPS UCITS A GBP

Ranked 10 out of 71 in - Long/Short Equity over 12 months
All calculations are in GBP

Objective

The investment objective of the Fund is to seek to provide investors with consistent absolute returns primarily through investing in equities of companies incorporated in or whose principal operations are in Europe. The Fund invests systematically on the basis of investment ideas contributed by brokers and other market professionals, selected and refined by Marshall Wace's Trade Optimised Portfolio System (TOPS) investment process. Marshall Wace can also add its own investment ideas to the Fund's portfolio. The majority of the Fund's assets will be invested in European equities either directly or through equity-related financial derivative instruments.

Performance

Long/Short Equity over : 30/06/2014 - 30/06/2015
  • Rank 10/71 Total Return
  • Rank 26/71 Standard Deviation
  • Rank 14/71 Max Drawdown
Fund Name Loss
13 Henderson Gartmore Jpn Abs Rtn I GBP Acc (hedged)

Currency exposure is hedged

Currency exposure is hedged

-1.3%

14 MW TOPS UCITS A GBP

-1.4%

15 Henderson UK Absolute Return GBP A Acc

-1.5%

16 AllianceBernstein-European Flexible Eq Pf A GBP H

Currency exposure is hedged

Currency exposure is hedged

-1.6%

Total Return

Quarterly Performance

to 30/06/2015 Annual Q1 Q2 Q3 Q4
2015 3.9% 1.5%
2014 7.6% 1.1% -1.2% 0.8% 6.9%
2013 16.7% 6.5% 1.3% 1.5% 6.6%
2012 12.7% 4.5% -1.1% 5.0% 3.9%
2011 2.8% 1.8% 0.4% -2.4% 3.1%
2010 -0.3% 2.1% -4.7% 1.3% 1.1%
2009 6.0% 4.0% 1.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Luxembourg
  3. Switzerland
  4. United Kingdom

Fund Info

  • Launch date04/03/2009
  • Base currencyGBP
  • ISIN IE00B3V2HM60

Purchase Info

  • Min. initial investment1Mn
  • Min. additional investment0

Charges

  • Annual management2.0%

Related News

AAA-rated Marshall Wace star’s long/short funds to soft-close

Marshall Wace is to restrict flows into Citywire AAA-rated Anthony Clake’s long/short Ucits funds, Wealth Manager can reveal.

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