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AQR Managed Futures UCITS Fund IAG1F (GBP) Acc

  • Fund Info & charges
  • Performance
  • Fund breakdown
  • Dividend History
Fund Provider AQR Capital Management LLC
Fund Summary The Fund seeks to produce attractive risk-adjusted returns while maintaining low-to-zero long-term average correlation to traditional markets.
SEDOL code BF4R982
ISIN LU1662499455
Fund code AQFIA
Managers Yao Ooi
Manager Tenure 6 years
Morningstar Category Alt - Systematic Futures
Fund Size £482 million
Fund Type Offshore
Management Style Active
Ongoing Charge Figure (OCF) 1.15%
Cavendish ongoing charge 0.05%
FundsNetwork Service Fee 0.20%
Minimum Initial Investment £25
Minimum Top Up £25
Minimum Monthly Investment £25
Sell Price £94.5500
Buy Price £94.5500
Price Change -0.0211%
Price Date 29th May 2020
Yield Currently unavailable
Dividend Frequency Yearly
ISA Eligible Yes
SIPP Eligible Yes
Inception Date 17th December 2018
Fund Status OPEN
Yao Hua Ooi is a Principal at AQR Capital Management, where he is the Head of our Macro and Multi-Strategy team. In this role, he leads the Research and Portfolio Management teams focused on AQR’s macro and multi-strategy funds, including the firm’s Managed Futures, Risk Parity, Alternative Risk Premia, Multi-Strategy, Multi-Asset and Global Macro products. His research has been published in the Journal of Financial Economics, the Journal of Portfolio Management, the Financial Analysts Journal and the Journal of Investment Management. He was named the 2013 Alternatives Fund Manager of the Year by Morningstar for his work on managed futures, and shared the 2013 Whitebox Prize for his work on time series momentum. Yao Hua earned a B.S. in economics and a B.S. in engineering from the Jerome Fisher Program in Management and Technology at the University of Pennsylvania, graduating summa cum laude.

3-year Mean Monthly Return: Currently unavailable

Annual Returns 2019 2018
Fund Performance +4.89% -5.73%
Benchmark Performance
(Alt - Systematic Futures)
Time Period Cumulative Benchmark Performance
(Alt - Systematic Futures)
Fund Compared to Benchmark
1 day -0.02% Currently unavailable Currently unavailable
1 week -1.79% Currently unavailable Currently unavailable
1 month -1.72% Currently unavailable Currently unavailable
3 months 4.05% Currently unavailable Currently unavailable
6 months 1.34% Currently unavailable Currently unavailable
1 year 0.85% Currently unavailable Currently unavailable
3 years Currently unavailable Currently unavailable Currently unavailable
5 years Currently unavailable Currently unavailable Currently unavailable
10 years Currently unavailable Currently unavailable Currently unavailable
YTD 0.51% Currently unavailable Currently unavailable
Since inception -2.16% Currently unavailable Currently unavailable

Currently unavailable

Currently unavailable