AQR Capital Management has introduced a new unit class within its Global Risk Premium Trust that is suitable for distribution through financial advisers or directly to investors, according to an announcement from the firm.
The new Class 1F units come with additional disclosure and a smaller minimum investment size of $25,000, also making them suitable for use on platforms, according to the announcement.
The Global Risk Premium strategy has a “risk-balanced approach” to portfolio construction, aiming to produce attractive risk-adjusted returns through exposures to a range of asset classes, said Jeff Dunn, an AQR principal who runs the firm’s Australasian business.
“The strategy has generated relatively high risk-adjusted returns over a period that has been challenging for investors,” said Dunn.
“The strategy’s live performance since inception clearly demonstrates the value of diversifying away from traditional equity dominated portfolios,” he added.
AQR stated it manages more than US$25 billion globally in the Global Risk Premium strategy, which it has managed in offshore vehicles since 2006.
SUBSCRIBE TO THE IFA DAILY BULLETIN
12 Dec 2017AZNGA acquires Henderson MaxwellBy Aleks Vickovich
12 Dec 2017Zurich-ANZ deal shows ‘commitment to advice’By Staff Reporter
11 Dec 2017Insurance engagement driven by advisersBy Jessica Yun
11 Dec 2017Kaplan pushes for new CPD regimeBy Staff Reporter
11 Dec 2017AAT upholds adviser ban after successful appealBy Killian Plastow
11 Dec 2017Senate approves AFCA billBy Annie Kane
- view all