Investment Objective
The AQR Apex UCITS Fund employs a multi-strategy approach, designed to maximize risk-adjusted returns while being highly-diversifying to traditional markets. The Fund draws on 25 years of research and implementation to deliver a portfolio that holds thousands of securities long and short, combining proprietary signals with our latest portfolio construction techniques. It takes active positions within and across sub-strategies as tactical opportunities arise.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 1.0 | 0.7 | 0.2 | 0.7 | 0.4 | 0.2 | 0.2 | 0.6 | 0.9 | 0.5 | 0.6 | 0.8 | 0.6 | |
| 2023 | 0.7 | 0.5 | 0.6 | 0.3 | 0.1 | 0.6 | 0.9 | 0.4 | 1.0 | 0.4 | 0.8 | 0.6 | 0.9 |
