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%.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.5 | 0.0 | 0.9 | 0.5 | 0.0 | 0.2 | 0.4 | 0.1 | 0.4 | 0.4 | 0.5 | 0.5 | 0.3 | |
| 2023 | 0.8 | 0.1 | 0.4 | 0.5 | 0.1 | 0.2 | 0.6 | 0.1 | 0.6 | 0.8 | 0.1 | 0.9 | 0.1 |
