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MW DEVELOPED EUROPE TOPS E GBP - Fund overview

Bestinvest rating 3 stars


Overview of MW DEVELOPED EUROPE TOPS E GBP

MW Tops Ltd is an equity long / short hedge fund with principal exposure to European markets. The system known as 'TOPS' (Trade Optimised Portfolio System' was developed by Marshall Wace to attempt to establish the worth of broker trading recommendations. The listed vehicle allocates equally to Opportunistic and Fundamental TOPs strategies (35% each), and in addition has a 10% weighting to TOPS Balanced Europe and a 20% weighting to TOPS Market Neutral

Standard Initial Charge

No data available.

Fund summary

Sector  –
Product type  OFFSHORE FUND
Launched  September, 2010
Size  –
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 10,581.72p

Fund Charges

Standard Initial charge
Initial charge via Bestinvest
Additional bid/offer spread 0.00%
Annual management charge 2.00%
Total expense ratio 2.00%
Reduction in yield (10yr) 2.00%

Bestinvest says


This is a relatively unique proposition making use of broker recommendations. The TOPS system is a proprietary system that attracts more than 350 stock recommendations per day, from more than 2,000 brokers or contributors. Over a bespoke internet page, brokers are given the responsibility to run a virtual equity long / short model portfolio consisting of a basket of stocks (typically 4 or 5 ideas at any one time). When making an adjustment to the position brokers are asked to input details of their conviction and all information is relayed to Marshall Wace via the TOPS interface. The performance of each contributor is monitored via predetermined bench-marks. Ideas originating from generalist brokers form the Opportunistic TOPS program and trade recommendations from sector specialists form the Fundamental TOPS program.

Portfolio

mw developed europe tops e gbp asset allocation illustration
Allocation Proportion
Equity
High yield bonds
Quality bonds
Property
Commodities
Hedge 100%
Fund cash

No data available.

No data available.

Investment process


The TOPS system is a proprietary system that attracts more than 350 stock recommendations per day, from more than 2,000 brokers or contributors. Over a bespoke internet page, brokers are given the responsibility to run a virtual equity long / short model portfolio consisting of a basket of stocks (typically 4 or 5 ideas at any one time). When making an adjustment to the position brokers are asked to input details of their conviction and all information is relayed to Marshall Wace via the TOPS interface. The performance of each contributor is monitored via predetermined bench-marks. Ideas originating from generalist brokers form the Opportunistic TOPS program and trade recommendations from sector specialists form the Fundamental TOPS program.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

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