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MW TOPS UCITS A GBP

Ranked 11 out of 80 in - Long/Short Equity over 12 months
All calculations are in GBP unless stated

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.

Showing fund performance in United Kingdom View performance globally

Performance

Long/Short Equity over : 31/03/2015 - 31/03/2016
  • Rank 11/80 Total Return
  • Rank 9/80 Standard Deviation
  • Rank 3/80 Max Drawdown
Fund Name Currency Risk
7 Schroder European Absolute Target P1 Hgd Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

3.1

8 Threadneedle UK Absolute Alpha Ret Net Acc GBP GBP

3.1

9 MW TOPS UCITS A GBP GBP

3.2

10 TM Sanditon UK Select A Acc GBP

3.2

11 Schroder ISF European Eq Absolute Ret GBPH C Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

3.3

Fund Name Currency Loss
1 DB Platinum Chilton Diversified I2C-G liq GBP

0%

1 Ennismore European Smaller Companies GBP A GBP

0%

3 MW TOPS UCITS A GBP GBP

-0.9%

4 Schroder European Absolute Target P1 Hgd Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.1%

5 Henderson Gartmore UK Abs Rtn R GBP Acc GBP

-1.1%

Total Return

Quarterly Performance

to 31/03/2016 Annual Q1 Q2 Q3 Q4
2016 0.3%
2015 10.6% 3.9% 1.5% 1.8% 3.1%
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. regular additional investment0

Charges

  • Annual management2.00%

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