Investment Objective
To provide consistent absolute returns primarily through investing in equities of companies incorporated in or whose principal activities are in Europe. The Fund aims to achieve this by capturing the alpha residing in the stock ideas of contributors within the wider broker community throughout developed Europe. The MW TOPS UCITS fund aims to generate an annualised return (after payment of fees and expenses) of 10-15% with a volatility target of 6-8%.
Latest Meeting Note
Rating Upgrade 30 Mar 2016
Since delivering excellent performance almost every year since inception we have upgraded the MW TOPS fund from a four to five-star rating. With the exception of 2010, the fund has consistently outperformed the AH Equity L/S Index across... Read more
Since delivering excellent performance almost every year since inception we have upgraded the MW TOPS fund from a four to five-star rating. With the exception of 2010, the fund has consistently outperformed the AH Equity L/S Index across the last six years since launch, delivering an annualised return of 8.8% at a volatility of 4.7% which gives an impressive Sharpe ratio of 1.8. The fund is now hard closed.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | 0.0 | 0.2 | 0.1 | 0.1 | 0.2 | 0.3 | 1.0 | 0.4 | 1.0 | 1.0 | 0.6 | 0.6 | 1.0 | |
| 2021 | 0.3 | 0.1 | 0.9 | 0.7 | 0.5 | 0.6 | 0.7 | 0.7 | 0.7 | 0.5 | 0.9 | 0.2 | 0.8 |
