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MW TOPS UCITS A GBP

Ranked 14 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 : 31/05/2014 - 31/05/2015
  • Rank 14/71 Total Return
  • Rank 26/71 Standard Deviation
  • Rank 20/71 Max Drawdown
Fund Name Risk
24 St James's Place UK Absolute Return Acc

1.3

24 JPM US Select Long-Short Equity A (perf) Dis GBP H

Currency exposure is hedged

Currency exposure is hedged

1.3

26 MW TOPS UCITS A GBP

1.3

26 Castellain Value Fund

1.3

28 RWC Global Growth Absolute Alpha B GBP

Currency exposure is hedged

Currency exposure is hedged

1.4

Fund Name Loss
18 Liontrust GF European Strategic Equity (C - GBP)

-1.4%

19 Verrazzano European Long-Short EI GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

-1.4%

20 MW TOPS UCITS A GBP

-1.4%

21 AllianceBernstein-Select Absolute Alpha Pf A GBP H

Currency exposure is hedged

Currency exposure is hedged

-1.6%

22 BSF European Absolute Return D2RF GBP

-1.7%

Total Return

Quarterly Performance

to 31/03/2015 Annual Q1 Q2 Q3 Q4
2015 3.9%
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%

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