Man AHL TargetRiskMan AHL TargetRisk Class DRV USDRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | - | -7.1 | 6.6 | 6.0 | |
+/-Cat | - | - | -3.8 | 2.5 | 2.6 | |
+/-B’mrk | - | - | -4.5 | -0.8 | 2.6 | |
Category: USD Moderate Allocation | ||||||
Category Benchmark: Morningstar EAA USD Mod Tgt... |
Key Stats | ||
NAV 01/05/2024 | USD 94.71 | |
Day Change | -0.28% | |
Morningstar Category™ | USD Moderate Allocation | |
ISIN | IE000N2EQY24 | |
Fund Size (Mil) 01/05/2024 | USD 3917.41 | |
Share Class Size (Mil) 01/05/2024 | USD 2.74 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 17/11/2023 | 2.00% |
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 TargetRiskMan AHL TargetRisk Class DRV USD |
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. |
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Management | ||
Manager Name Start Date | ||
Russell Korgaonkar 11/12/2014 | ||
Otto van Hemert 01/01/2021 | ||
Inception Date 09/11/2021 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
40% Bloomberg Global Aggregate TR USD , 60% MSCI World NR USD | Morningstar EAA USD Mod Tgt Alloc NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Man AHL TargetRiskMan AHL TargetRisk Class DRV USD | 31/03/2024 |
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