AQR UCITS Funds - AQR Managed Futures UCITS Fund IAU3F USDRegistrer deg for å få tilgang til rangeringer |
Avkastningshistorikk | 31.08.2023 |
Vekst av 1 000 (NOK) | Mer detaljert graf |
Fond | - | -5,8 | -0,4 | 46,7 | 10,8 | |
+/- Kat | - | -6,0 | -4,2 | 19,0 | - | |
+/- Idx | - | -17,1 | -16,1 | 52,1 | - | |
Kategori: Alternativ Systematisk trend - USD | ||||||
Referanseindekser: Morningstar US Mod Tgt Allo... |
Statistikk | ||
NAV 15.09.2023 | USD 137,82 | |
Endring 1 dag | 0,69% | |
Morningstar Kategori™ | Alternativ Systematisk trend - USD | |
ISIN | LU1775565135 | |
Fondets størrelse(m) 15.05.2024 | USD 509,60 | |
Andelskl. kapital(m) 15.09.2023 | USD 5,78 | |
Maks kjøpsavg | - | |
Løpende kostnader 25.04.2024 | 0,74% |
Morningstar Research |
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... | |
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Morningstars pillarer | |
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Personer | 23 |
Forvaltningsselskap | 23 |
Prosess | 23 |
Resultater | |
Kostnader |
Investeringsprofil: 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. |
Avkastning | |||||||||||||
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Forvaltning | ||
Navn på forvalter Forvaltet siden | ||
John Liew 01.10.2014 | ||
Yao Ooi 01.10.2014 | ||
Klikk for å se flere | ||
Startdato 19.02.2019 |
Annonse |
Referanseindekser | |
Fondets referanseindeks | Morningstar referanseindeks |
Not Benchmarked | Morningstar US Mod Tgt Alloc NR USD |
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Porteføljeprofil AQR UCITS Funds - AQR Managed Futures UCITS Fund IAU3F USD | 30.06.2023 |
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