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
News
- 29 Jun 2017Real return fund take-up on the rise, says PerpetualBy Staff Reporter
- 29 Jun 2017CPA advice arm fuels liability concernsBy Katarina Taurian
- 29 Jun 2017ASIC takes IFA crackdown a step furtherBy Aleks Vickovich
- 28 Jun 2017Treasury reveals details of new ASIC powersBy Staff Reporter
- 28 Jun 2017Fintech take-up doubles in AustraliaBy Tim Stewart
- 28 Jun 2017ASIC disqualifies SMSF auditorBy Staff Reporter
- view all
