AQR UCITS Funds - AQR Global Risk Parity UCITS Fund Class A1 USD AccRegister to Unlock Ratings |
Performance History | 30/11/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 2.0 | 12.5 | -6.2 | -0.7 | 6.4 | |
+/-Cat | -1.9 | 3.6 | -3.8 | -5.0 | -3.4 | |
+/-B’mrk | - | 4.0 | -3.6 | -8.1 | -4.8 | |
Category: USD Flexible Allocation | ||||||
Category Benchmark: Morningstar EAA USD Mod Tgt... |
Key Stats | ||
NAV 06/12/2024 | USD 149.01 | |
Day Change | 0.52% | |
Morningstar Category™ | USD Flexible Allocation | |
ISIN | LU0995951752 | |
Fund Size (Mil) 06/12/2024 | USD 870.83 | |
Share Class Size (Mil) 06/12/2024 | USD 16.55 | |
Max Initial Charge | - | |
Ongoing Charge 12/09/2024 | 0.50% |
Morningstar Research |
Analyst Report | 22/11/2024 Thomas De Fauw, Analyst Morningstar, Inc |
AQR Global Risk Parity continues to be run by a capable team and supported by strong research efforts to back up this systematic approach. Although it lacks some potentially value-adding elements present in some competitors, this strategy... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 24 |
Parent | 23 |
Process | 23 |
Performance | |
Price |
Investment Objective: AQR UCITS Funds - AQR Global Risk Parity UCITS Fund Class A1 USD Acc |
The Fund seeks efficiently to deliver exposure to a broadly diversified set of global risk premia covering equities, government bonds and eligible, diversified commodity indices. There can be no assurance that the Fund will achieve its investment objective. The Fund is actively managed and will seek to achieve its Investment Objective through exposures to global developed and emerging stocks, developed government bonds, global inflation protected bonds and eligible, diversified commodity indices, among other exposures (each an “Asset Class” and together the “Asset Classes”). |
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Management | ||
Manager Name Start Date | ||
John Huss 28/02/2012 | ||
John Liew 28/02/2012 | ||
Click here to see others | ||
Inception Date 28/08/2012 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Not Benchmarked | Morningstar EAA USD Mod Tgt Alloc NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for AQR UCITS Funds - AQR Global Risk Parity UCITS Fund Class A1 USD Acc | 30/06/2024 |
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