Investment Objective
The AQR Delphi Long-Short Equity UCITS Fund seeks to outperform global equities over a full cycle with a moderate level of market exposure. The Fund favors low risk, high quality stocks where safety and risk are identified through a variety of indicators including ESG. The resulting portfolio is a highly diversified long-short global equity portfolio of large and small cap stocks.
Reference Index
0.5* ML 3 Month T Bill Index and 0.5* MSCI World Index (USD hedged)
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.8 | 0.4 | 0.0 | 0.1 | 0.6 | 0.1 | 0.6 | 0.5 | 0.2 | 0.2 | 0.5 | 0.0 | 0.7 | |
| 2023 | 0.8 | 0.0 | 0.3 | 0.4 | 0.2 | 0.8 | 0.6 | 0.6 | 0.6 | 0.1 | 0.3 | 0.5 | 0.5 |
