AQR Systematic Total Return Fund C GBP AccRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | -14.5 | 20.4 | 28.6 | 12.9 | 16.8 | |
+/-Cat | -11.2 | 15.3 | 27.3 | 8.7 | 12.6 | |
+/-B’mrk | -20.1 | 20.7 | 41.8 | 7.0 | 16.2 | |
Category: Multistrategy GBP | ||||||
Category Benchmark: Morningstar UK Cau Tgt Allo... |
Key Stats | ||
NAV 16/04/2024 | GBP 1581.72 | |
Day Change | 0.72% | |
Morningstar Category™ | Multistrategy GBP | |
IA (formerly IMA) Sector | - | |
ISIN | LU1470532315 | |
Fund Size (Mil) 16/04/2024 | USD 299.18 | |
Share Class Size (Mil) 16/04/2024 | GBP 188.91 | |
Max Initial Charge | - | |
Ongoing Charge - | -% |
Investment Objective: AQR Systematic Total Return Fund C GBP Acc |
The investment objective of the Fund is to seek total returns commensurate with its long-term risk target. The Fund will allocate to three investment sub-strategies, each sub-strategy having a distinguishable set of investment objectives (as set out below), namely: the Risk-Balanced Market Exposure Strategy, the Multi Asset Trend Strategy, and the Market Neutral Security Selection Strategy (each is referred to as a “Sub-Strategy” and together the “Sub-Strategies”). There can be no assurance that the Fund will achieve its investment objective. The Fund seeks to achieve its investment objective by making a diversified allocation across one or more of three Sub-Strategies as more fully described below. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
John Huss 27/07/2016 | ||
Inception Date 17/01/2017 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Not Benchmarked | Morningstar UK Cau Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for AQR Systematic Total Return Fund C GBP Acc | - |
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