Aspect Core UCITS Fund Class A USD Accumulated

Register to Unlock Ratings
Performance History30/04/2024
Growth of 1,000 (GBP) Advanced Graph
Aspect Core UCITS Fund Class A USD Accumulated
Fund-----
+/-Cat-----
+/-B’mrk-----
 
Key Stats
NAV
22/05/2024
 USD 103.47
Day Change -0.99%
Morningstar Category™ Systematic Trend USD
ISIN IE00BMT7J866
Fund Size (Mil)
31/07/2023
 USD 118.95
Share Class Size (Mil)
31/10/2022
 USD 169.65
Max Initial Charge -
Ongoing Charge
01/01/2023
  0.90%
Morningstar Research
Analyst Report-
,
Morningstar, Inc

Aspect Core Trend benefits from a team committed to top-quality research and a firm with decades-long experience in trend-following strategies. The fund's relatively low fees are a further attraction. It earns a Morningstar Analyst Rating of...

Click here to read this analyst report on the underlying fund.
Morningstar Pillars
People24
Parent24
Process24
Performance
Price
Investment Objective: Aspect Core UCITS Fund Class A USD Accumulated
The investment objective of the Fund is to generate significant medium-term capital growth independent of overall movements in traditional stock and bond markets within a rigorous risk management framework. There can be no assurance that the Fund will achieve its investment objective.
Returns
Trailing Returns (GBP)22/05/2024
YTD-
3 Years Annualised-
5 Years Annualised-
10 Years Annualised-
12 Month Yield -
Management
Manager Name
Start Date
-
-
Inception Date
01/01/2024
Advertisement
Category Benchmark
Fund BenchmarkMorningstar Benchmark
Not BenchmarkedMorningstar US Mod Tgt Alloc NR USD
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNo
GrowthYes
IncomeNo
HedgingNo
OtherNot Specific
Portfolio Profile for  Aspect Core UCITS Fund Class A USD Accumulated-
Morningstar Style Box®
Equity Style
Morningstar Style Box®
Fixed Income Style
Asset Allocation
  % Long% Short% Net Assets
Fixed Income
Effective Maturity-
Effective Duration-
Top 5 Regions%
No Data Available
Top 5 Sectors%
No Data Available
Top 5 HoldingsSector%
No Data Available
Aspect Core UCITS Fund Class A USD Accumulated

Related

In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)
© Copyright 2024 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Modern Slavery Statement        Cookie Settings        Disclosures