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Ranked 4 out of 78 in - Long/Short Equity over 12 months
All calculations are in GBP


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.


Long/Short Equity over : 31/08/2014 - 31/08/2015

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


  • 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 GBP).