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

Ranked 22 out of 73 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 : 30/09/2017 - 30/09/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 0.0% 0.0% 0.3%
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. Belgium
  3. Cyprus
  4. Denmark
  5. Finland
  6. France
  7. Germany
  8. Ireland
  9. Italy
  10. Luxembourg
  11. Netherlands
  12. Norway
  13. Portugal
  14. Singapore
  15. Spain
  16. Sweden
  17. Switzerland
  18. 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 investment0.00%

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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).