Alt - Market Neutral - RV

Marshall Wace Market Neutral TOPS Fund

Marshall Wace Market Neutral TOPS Fund Class A EUR | IE00B61S6952

Marshall Wace Asset Management Ltd

30 Sep, 2017
222,24
0,00%
EUR

Clases

Nombre de la clase

Patrimonio

Valor

Comisión de gestión

Ratio total de gastos

Participación mínima

Marshall Wace Market Neutral TOPS Fund Class A EUR (IE00B61S6952)0,00M EUR222,24 EUR2,00%0,00%100.000 EUR

Estrategia Marshall Wace Market Neutral TOPS Fund

The MW Market Neutral TOPS Fund seeks to provide investors with consistent absolute returns primarily through investing and trading in global equities. The Fund is focused on European equities but a proportion of the assets are allocated to Asia, North and South America. Marshall Wace believes that there is alpha residing in the expertise, information and analytical edge of the sell-side community that is rarely measured and therefore remains largely unrealised. The Fund’s assets are used to trade the investment ideas of contributing salespeople, strategists and economists selected by algorithmic models developed by Marshall Wace that aim to exploit this opportunity. MW TOPS comprises a framework of proprietary database and optimisation systems. The investment process combines high conviction ideas from a broad range of market participants with quantitative analysis driving portfolio construction, risk management and execution. The resultant strategies are highly diversified and liquid and seek to offer exceptional risk characteristics such as low downside deviation, limited use of leverage and minimal bias to any theme, style or factor.


El fondo Marshall Wace Market Neutral TOPS Fund, con ISIN, IE00B61S6952 de la gestora Marshall Wace Asset Management Ltd se sitúa en la posición 2 entre los 61 fondos de la categoría Alt - Market Neutral - RV a 12 meses. Su rentabilidad a este plazo es del 10,75% con una volatilidad del 4,12%. El patrimonio del fondo asciende a 0 EUR a fecha de 24 de November de 2017.

Comisiones Marshall Wace Market Neutral TOPS Fund

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

Gestores

Anthony Clake


Metadata


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Rentabilidad Marshall Wace Market Neutral TOPS Fund

Rentabilidades anualizadas al 2017-09-30

Rentabilidades absolutas al 2017-09-30

Rendimiento anual y trimestral

Anual Q1 Q2 Q3 Q4
2008-8,25%0,69%6,51%-14,15%-0,34%
20096,71%3,14%2,44%2,49%-1,46%
2010-0,03%1,54%-4,14%0,93%1,76%
20113,63%3,58%0,70%-1,89%1,27%
201214,75%4,03%-1,09%7,93%3,33%
201318,60%6,93%3,34%0,08%7,24%
201413,27%1,65%0,22%3,27%7,66%
201518,47%4,07%3,72%7,10%2,47%
201611,15%-0,25%3,94%2,89%4,18%
20172,95%3,99%-0,71%

Rendimiento mensual

Volatilidad vs Rentabilidad anualizada en 3 años

Entradas y salidas de dinero (mensuales)

Fuente Morningstar

Documentos

Fuente Morningstar

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