AQR UCITS Funds - AQR Managed Futures UCITS Fund IAU1F USDRegister to Unlock Ratings |
Performance History | 30/09/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | -6.6 | -2.8 | 47.2 | -4.0 | 1.1 | |
+/-Cat | -6.3 | -4.5 | 18.5 | 2.7 | 1.1 | |
+/-B’mrk | -17.3 | -16.2 | 51.9 | -14.2 | -6.6 | |
Category: Systematic Trend USD | ||||||
Category Benchmark: Morningstar US Mod Tgt Allo... |
Key Stats | ||
NAV 03/10/2024 | USD 126.18 | |
Day Change | 0.60% | |
Morningstar Category™ | Systematic Trend USD | |
ISIN | LU1662499372 | |
Fund Size (Mil) 03/10/2024 | USD 637.77 | |
Share Class Size (Mil) 03/10/2024 | USD 10.44 | |
Max Initial Charge | - | |
Ongoing Charge 25/04/2024 | 1.19% |
Morningstar Research |
Analyst Report | 05/12/2023 Karen Zaya, Senior Analyst Morningstar, Inc |
Although AQR is much leaner these days, the pace of evolution has been among the highest in the category. Some enhancements are unique, and some are playing catch-up, leaving it unclear whether the strategy has a material edge in a very... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 23 |
Parent | 23 |
Process | 23 |
Performance | |
Price |
Investment Objective: AQR UCITS Funds - AQR Managed Futures UCITS Fund IAU1F USD |
The Fund seeks to produce attractive risk-adjusted returns while maintaining low-to-zero long-term average correlation to traditional markets. The Fund is actively managed and will seek to achieve its Investment Objective by investing in a diversified portfolio of equity, currency, fixed-income instruments and eligible diversified commodity indices, both long and short, in an effort to provide exposure and performance that is, on average, lowly correlated to traditional asset classes. The Fund is not managed in reference to a benchmark. |
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Management | ||
Manager Name Start Date | ||
John Liew 01/10/2014 | ||
Yao Ooi 01/10/2014 | ||
Click here to see others | ||
Inception Date 02/11/2017 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Not Benchmarked | Morningstar US Mod Tgt Alloc NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for AQR UCITS Funds - AQR Managed Futures UCITS Fund IAU1F USD | 31/12/2023 |
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