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MW TOPS GLOBAL ALPHA UCITS A GBP - Fund overview

No Bestinvest rating


Overview of MW TOPS GLOBAL ALPHA UCITS A GBP

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. MW TOPS GLOBAL ALPHA UCITS A GBP does not fall into either of these categories at present.

Standard Initial Charge

No data available.

Fund summary

Sector  –
Product type  OFFSHORE FUND
Launched  March, 2010
Size  –
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price 986.00p

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 tops global alpha ucits a gbp asset allocation illustration
Allocation Proportion
Equity 100%
High yield bonds
Quality bonds
Property
Commodities
Hedge
Fund cash
mw tops global alpha ucits a gbp equity geographic illustration
Allocation Proportion
UK 7%
Europe 34%
Nth America 33%
Japan 10%
Pacific 8%
Other Equity 8%
mw tops global alpha ucits a gbp equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

Investment process


No information available.

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.

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