Inception Date

May 2014

May 2014

Objective

Long-term investment growth with a view to outperform the MSCI Europe Net Total Return Index over a five-year period

Structure

UCITS-compliant ICAV

Benchmark

MSCI Europe Net Total Return Index

Base Currency

EUR

Domicile

Ireland

IA Sector

Europe incl. UK

Share Classes

EUR, GBP

eVestment Category

Pan-European Large-Cap Core Equity

Dealing

Daily

Fees*

- EUR Z: 0.18% OCF (20% performance fee only)
- GBP Z: 0.18% OCF (20% performance fee only)
- EUR I: 0.58% OCF (flat 0.40% management fee)
- GBP I: 0.58% OCF (flat 0.40% management fee)

Objective

Long-term investment growth with a view to outperform the MSCI Europe Net Total Return Index over a five-year period

Benchmark

MSCI Europe Net Total Return Index

Domicile

Ireland

Share Classes

EUR, GBP

Dealing

Daily

Structure

UCITS-compliant ICAV

Base Currency

EUR

IA Sector

Europe incl. UK

eVestment Category

Pan-European Large-Cap Core Equity

Fees*

- EUR Z: 0.18% OCF (20% performance fee only)
- GBP Z: 0.18% OCF (20% performance fee only)
- EUR I: 0.58% OCF (flat 0.40% management fee)
- GBP I: 0.58% OCF (flat 0.40% management fee)

* Ongoing charges figures (OCFs) are for the year ended December 2017. Performance fee is charged on returns in excess of the benchmark.

Key Features

Combines the benefits of passive and active investment management

  • Seeks to enhance returns through a dynamic weighting scheme and active positioning
  • Proprietary technical and fundamental signals drive active stock and sector positions

Draws on Winton’s experience in risk and portfolio construction

  • Combines volatility weighting and market-cap weighting to control active risk
  • Considers transaction costs and turnover in portfolio construction

Backed by Winton's quantitative investment research

  • A team of high-calibre scientists with expertise in pattern recognition techniques
  • Extensive research into systematic investing provides advantages across the investment process

Fund Documents

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