Absolute Hedge Bronze Award Winner 2015 Market Neutral Lumyna - Marshall Wace TOPS (Mkt Neutral)


Fund Strategy Market Neutral
Fund Geography Global
Investment Advisor Marshall Wace LLP
Portfolio Manager Anthony Clake
Fund Currency USD
Fund AUM $2.3b
Fund AUM (GBP) £1.8b
Fund AUM as of 24 September 2019
Max Gearing / Exposure 15% / - 15%
Fund Inception 23 November 2007
Fund Indices AH Market Neutral UCITS Index
Sub Index - Market Neutral Systematic

Fund Objective

The fund aims to provide consistent absolute returns by capturing the value residing in the stock ideas of contributors from investment banks, research boutiques and local brokers worldwide. The Fund aims to generate an annualised return (after payment of fees and expenses) of 8% to 10% while targeting a low volatility level of 3% to 5%.

Reference Index

Lipper Global Hedge/Equity Market Neutral


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Absolute Hedge Bronze Award Winner 2015 Market Neutral Absolute Hedge Silver Award Winner 2014 Market Neutral