AQR Systematic Total Return UCITS Fund C3Register to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | - | - | - | 14.1 | |
+/-Cat | - | - | - | - | 9.9 | |
+/-B’mrk | - | - | - | - | 13.5 | |
Category: Multistrategy GBP | ||||||
Category Benchmark: Morningstar UK Cau Tgt Allo... |
Key Stats | ||
NAV 25/04/2024 | GBP 130.65 | |
Day Change | -0.59% | |
Morningstar Category™ | Multistrategy GBP | |
IA (formerly IMA) Sector | Targeted Absolute Return | |
ISIN | LU1532680961 | |
Fund Size (Mil) 25/04/2024 | USD 342.07 | |
Share Class Size (Mil) 25/04/2024 | GBP 10.91 | |
Max Initial Charge | - | |
Ongoing Charge 11/03/2024 | 1.00% |
Investment Objective: AQR Systematic Total Return UCITS Fund C3 |
The investment objective of the Fund is to seek total returns commensurate with its long-term risk target. The Fund will allocate its assets 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. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Yao Ooi 01/02/2017 | ||
Andrea Frazzini 01/02/2017 | ||
Click here to see others | ||
Inception Date 08/02/2017 |
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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 UCITS Fund C3 | - |
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