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Marshall Wace Funds PLC - MW TOPS Fund

Marshall Wace Funds PLC - MW TOPS Fund A GBP | IE00B608Y257

Marshall Wace Asset Management Ltd

31 Aug, 2017
200,78
-0,06%
GBP

Clases

Nombre de la clase

Patrimonio

Valor

Comisión de gestión

Ratio total de gastos

Participación mínima

Marshall Wace Funds PLC - MW TOPS Fund A EUR (IE00B63FM638)0,00M EUR252,98 EUR2,00%0,00%100.000 EUR
Marshall Wace Funds PLC - MW TOPS Fund A GBP (IE00B608Y257)0,00M GBP200,78 GBP2,00%0,00%108.380 GBP
Marshall Wace Funds PLC - MW TOPS Fund A USD (IE00B64DFP60)0,00M USD264,91 USD2,00%0,00%100.000 USD

Estrategia

The investment objective of the Fund is to provide investors with consistent absolute returns primarily through investing andtrading in equities of companies incorporated or whose principal operations are in Europe (including Eastern Europe). Marshall Wace believes that investment advice received from the brokerage community, if systematically monitored and analysed, can be combined into a diversified portfolio with attractive risk-reward characteristics. TheFund’s assets will be used to trade the investment ideas of contributing salespeople, strategists, economists and local brokers selected by algorithmic models developed by Marshall Wace to exploit this opportunity. MW TOPS is a framework of proprietary database and optimisation systems used to create portfolios which combine high conviction with broad diversifiation and exceptional risk characteristics: low downside deviation, highly liquid portfolios, structural diversification, limited use of leverage.

Comisiones

ComisiónValorFórmula de cálculo
Management Fee2,00%PERCENT
Success20,00%PERCENT

Gestores

Anthony Clake


Metadata


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Rendimiento anual y trimestral

Anual Q1 Q2 Q3 Q4
200916,09%-1,24%2,44%
20103,62%1,44%2,12%-2,90%3,02%
20116,81%-0,46%-1,38%2,31%6,34%
201215,01%4,25%1,73%6,14%2,17%
201313,65%1,57%0,04%4,18%7,36%
201414,73%1,57%2,06%3,62%6,82%
201516,49%11,44%3,52%-1,99%3,02%
2016-12,10%-6,28%-4,86%-1,11%-0,32%
20171,10%

Rendimiento mensual

Volatilidad vs Rentabilidad anualizada en 3 años

Entradas y salidas de dinero (mensuales)

Fuente Morningstar

Documentos

Fuente Morningstar

Documento Fecha actualización
Prospectus (Dec 15, 2015) Jun 13, 2016