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MLIS Marshall Wace TOPS UCITS (Mkt Ntrl) EUR C Acc

Ranked 30 out of 71 in - Market Neutral over 12 months
All calculations are in EUR unless stated

Managed by

Anthony Clake

Anthony Clake currently works at Marshall Wace where he has been responsible for the evolution of the TOPS strategies since their inception in 2001. As the global portfolio manager for TOPS, he has overseen the geographic expansion of this investment process across Europe, Asia, North and South America as well as Emerging Markets. In recognition of his contribution to the development of Marshall Wace Anthony was made a partner in 2004. Anthony joined Marshall Wace in August 2001 directly from university following consultancy work with the company during 1999 and 2000. Previously he studied Philosophy, Politics and Economics at Queen's College, Oxford.

Alan Hofmeyr

Alan Hofmeyr joined Marshall Wace in 2008 as head of quantitative research and was made a partner of Marshall Wace in December 2011. He joined the firm from Lehman Brothers, where he was head of the quantitative portfolio advisory team, with responsibility for advising quantitative asset managers on key elements of the investment process, including alpha generation, risk modelling and portfolio construction. Alan holds an MBA in Finance with Distinction from the London Business School and a BA (Hons) in Industrial Economics from the University of Nottingham.

Objective

The investment objective of the Sub-Fund is to provide investors with consistent absolute returns primarily through investing in global equities. The Sub-Fund will be predominantly focused on European equities, but Marshall Wace LLP (the "Investment Manager") will also allocate a proportion of the Sub-Fund’s assets to strategies in Asia, Australasia and North and South America. The Sub-Fund will seek to preserve capital through the use of various risk management techniques, given its long term investment strategy.

Showing fund performance in Portugal View performance globally

Performance

Market Neutral over : 31/12/2016 - 31/12/2017

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 2.4% 0.4% 0.6% 1.1% 0.3%
2016 0.5% -0.7% 0.4% -0.5% 1.4%
2015 8.0% 1.9% 0.9% 4.4% 0.6%
2014 6.2% 0.1% -0.4% 1.8% 4.7%
2013 7.4% 3.9% 1.2% -0.4% 2.5%
2012 5.9% 2.1% -2.0% 5.0% 0.9%
2011 2.8% 1.9% 0.3% -1.4% 1.9%
2010 -0.6% 0.9% -2.6% 0.1% 1.0%
2009 5.3% 2.5% 1.6% 1.8% -0.7%
2008 -5.0% 1.2% 5.2% -11.4% 0.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Cyprus
  3. Finland
  4. France
  5. Germany
  6. Ireland
  7. Italy
  8. Luxembourg
  9. Netherlands
  10. Norway
  11. Portugal
  12. Singapore
  13. Spain
  14. Sweden
  15. Switzerland
  16. United Kingdom

Fund Info

  • Launch date23/11/2007
  • Share Class size244Mn
  • Base currencyEUR
  • ISIN LU0333227550

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management2.25%
  • Initial investment2.25

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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).