AQR Sustainable Delphi Long-Short Equity UCITS Fund
Estrategia de inversión
The investment objective of the Fund is to provide investors with returns from potential gains from its long and short positions. The Fund seeks capital appreciation by investing on a long basis in attractively valued, high quality and low beta assets and on a short basis in expensive, low quality, and high beta assets, while following the approach described under section 2 of Appendix 2. The Fund aims at targeting an average beta exposure of between 0.4 and 0.6 to a composite global equity market index, as defined for each Class of Shares in the table “Summary of Shares” set out below (the “Benchmark”). There can be no assurance that the Fund will achieve its investment objective.
Comisiones
Otras clases
Rentabilidad por períodos
Período |
Acumulada |
Anualizada |
---|---|---|
Año actual
|
-6,09% | - |
30 días
|
0,28% | - |
6 meses
|
-7,02% | - |
12 meses
|
16,09% | - |
Rentabilidad por trimestres
Año | T1 | T2 | T3 | T4 | |
---|---|---|---|---|---|
2020 | - | - | - | - | -8,37% |
2021 | 36,84% | 2,63% | 8,30% | 5,10% | 17,13% |
2022 | - | -4,01% | - | - | - |
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) |
11/04/2022
|
AnnualReport |
02/02/2022
|
Factsheet Institutional |
15/11/2019
|
SemiannualReport |
29/06/2020
|
Alarmas
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Divisas
Materias primas