AQR UCITS Funds - AQR China A Equity UCITS Fund
Estrategia de inversión
The Fund’s investment objective is to outperform the MSCI China A Total Return Index with Net Dividends Unhedged in USD (the “Benchmark”). The Fund will target a long-term average forecasted tracking error of 3% to 5% relative to the Benchmark. Actual realized tracking error will vary based on market conditions and other factors. The Fund is actively managed in reference to the Benchmark and will seek to achieve its investment objective through the implementation of a disciplined set of strategies based on value, momentum and additional economic factors based on stock and industry selection models.
Comisiones
Otras clases
Nombre | ISIN | Comisión |
---|---|---|
AQR China A Equity UCITS Fund IDG4F | LU2027358436 | 0,50 % |
AQR China A Equity UCITS Fund IAU1F | LU2027356737 | 0,75 % |
AQR China A Equity UCITS Fund IAEFT | LU2027358279 | 0,75 % |
AQR China A Equity UCITS Fund RAEF | LU2027358600 | 0,75 % |
AQR China A Equity UCITS Fund IAE3F | LU2027357628 | 0,60 % |
Rentabilidad por períodos
Período |
Acumulada |
Anualizada |
---|---|---|
Año actual
|
6,38% | - |
30 días
|
10,91% | - |
6 meses
|
5,16% | - |
12 meses
|
15,49% | - |
2 años
|
45,23% | 20,51% |
Rentabilidad por trimestres
Año | T1 | T2 | T3 | T4 | |
---|---|---|---|---|---|
2020 | 21,98% | -4,35% | 12,93% | 4,49% | 8,08% |
2021 | 18,05% | 4,22% | 6,86% | 2,86% | 3,04% |
2022 | - | -7,95% | - | - | - |
Rentabilidad mensual
Rentabilidad de los últimos 12 meses
Categoría
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Documentos
Documento |
Última actualización |
---|---|
Prospectus |
08/05/2022
|
Key Investor Information Document (KIID) |
03/11/2021
|
AnnualReport |
02/02/2022
|
SemiannualReport |
01/04/2022
|
Alarmas
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Divisas
Materias primas