AQR UCITS Funds - AQR Managed Futures UCITS Fund IAU3F USDRekisteröidy nähdäksesi ratingit |
Rahaston kehitys | 31.08.2023 |
1000 euron arvon kehitys (EUR) | Tarkempi kaavio |
Rahasto | - | -11,3 | 4,1 | 40,0 | 0,9 | |
+/- Luokka | - | -5,6 | -4,4 | 18,2 | - | |
+/- Ind. | - | -16,1 | -16,8 | 49,7 | - | |
Luokka: Vaihtoeht. - systemaattinen trendi USD | ||||||
Luokan vertailuindeksi: Morningstar US Mod Tgt Allo... |
Yleiskatsaus | ||
Osuuden arvo 15.09.2023 | USD 137,82 | |
1 pv muutos | 0,28% | |
Morningstar rahastoluokka™ | Vaihtoeht. - systemaattinen trendi USD | |
ISIN | LU1775565135 | |
Rahaston koko (Mil) 15.05.2024 | USD 509,60 | |
Rahastosarjan koko (Mil) 15.09.2023 | USD 5,78 | |
Merkintä (Max) | - | |
Juoksevat kulut 25.04.2024 | 0,74% |
Morningstarin analyysi |
Analyst Report | - , 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... | |
Paina tästä lukeaksesi analyysin |
Morningstarin pilarit | |
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Tiimi | 23 |
Taustayhtiö | 23 |
Prosessi | 23 |
Tuotto | |
Hinta |
Sijoituspolitiikka: AQR UCITS Funds - AQR Managed Futures UCITS Fund IAU3F 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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Hallinnointi | ||
Salkunhoitaja Salkunhoitajana alkaen | ||
John Liew 01.10.2014 | ||
Yao Ooi 01.10.2014 | ||
Lisää salkunhoitajia | ||
Perustamispäivä 19.02.2019 |
Mainos |
Luokan vertailuindeksi | |
Rahaston vertailuindeksi | Morningstar-vertailuindeksi |
Ei vertailuindeksiä | Morningstar US Mod Tgt Alloc NR USD |
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Rahastosalkun sisältö AQR UCITS Funds - AQR Managed Futures UCITS Fund IAU3F USD | 30.06.2023 |
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