AQR Adaptive Global Equity UCITS Fund IAN1FT NOK
Equity fund
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1 year
USA
Largest region
High
Risk
Annual costs
Morningstar
Partial
Sustainability
Development
Last 5 years
Description
- The Investment Objective of the Fund is to outperform the MSCI World Index (total return net dividends, unhedged) (the “Benchmark”) by investing in equity and equity-related instruments while following the approach described under section “Sustainability Annex” below. There can be no assurance that the Fund will achieve its Investment Objective.
Investment horizon
- AQR Adaptive Global Equity UCITS Fund IAN1FT NOK is a Equity fund. This mutual fund type is suitable for those who plan to save for at least 6 years.
Characteristics
- Minimum amount
- Sharpe 3 years
- Price/NAV
16 Oct 2025
- Start date07 Aug 2025
- ISINLU3119483348
Risk
- High (6 of 7)
Morningstar rating
- The Morningstar Rating is an objective standard that tells us how well a fund has done compared to similar funds. If a fund performs better than other funds it is compared with, it receives a high rating. Correspondingly, a fund receives a low rating if it performs worse than similar funds.
Sustainability
- SustainabilityPartial
Annual cost
- Ongoing costs
Includes management fees of 0,00 %
- Platform fee
- Kickback fee
- Annual running costs
Other costs
- Performance-based fee
- Transaction costs
Costs for any currency exchanges are not included.
Allocation
- Stocks 94%Interest 6%
Portfolio
Shows the fund's largest investments.
- NVIDIA Corp5.3%
- Apple Inc3.7%
- Microsoft Corp3.2%
- Broadcom Inc1.6%
- Booking Holdings Inc1.5%
- Amazon.com Inc1.4%
- GE Aerospace1.4%
- Arista Networks Inc1.4%
- Allianz SE1.3%
- Gilead Sciences Inc1.3%