Man AHL TargetRisk Class D H GBPRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 3.8 | 13.1 | -18.2 | 12.2 | 4.1 | |
+/-Cat | -0.3 | 5.0 | -7.8 | 4.7 | 2.2 | |
+/-B’mrk | -1.5 | 5.1 | -9.0 | 3.0 | 1.9 | |
Category: GBP Allocation 40-60% Equity | ||||||
Category Benchmark: Morningstar UK Mod Tgt Allo... |
Key Stats | ||
NAV 01/05/2024 | GBP 112.71 | |
Day Change | -0.51% | |
Morningstar Category™ | GBP Allocation 40-60% Equity | |
IA (formerly IMA) Sector | - | |
ISIN | IE00BRJT7944 | |
Fund Size (Mil) 01/05/2024 | USD 3917.41 | |
Share Class Size (Mil) 01/05/2024 | GBP 5.06 | |
Max Initial Charge | - | |
Ongoing Charge 17/11/2023 | 1.70% |
Morningstar Research |
Analyst Report | 21/03/2024 Thomas De Fauw, Analyst Morningstar, Inc |
A topnotch team executes a thoughtful, risk-controlled approach to risk parity investing on Man AHL’s TargetRisk strategy. We retain our high conviction in the team and investment process, resulting in a Morningstar Analyst Rating of Gold for the... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 25 |
Parent | 23 |
Process | 24 |
Performance | |
Price |
Investment Objective: Man AHL TargetRisk Class D H GBP |
The Portfolio aims to generate capital growth over the medium to long term by providing dynamic long only exposure to a range of assets and to provide an excess return stream with a stable level of volatility regardless of market conditions. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Russell Korgaonkar 11/12/2014 | ||
Otto van Hemert 01/01/2021 | ||
Inception Date 10/09/2019 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
40% Bloomberg Global Aggregate TR USD , 60% MSCI World NR USD | Morningstar UK Mod Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Man AHL TargetRisk Class D H GBP | 31/03/2024 |
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