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AQR Emerging Equities UCITS E EUR

Ranked 109 out of 257 in - Global Emerging Markets over 36 months
All calculations are in GBP unless stated

Managed by

Michele Aghassi

Michele L. Aghassi is co-head of research in AQR’s Global Stock Selection group. She played a key role in launching the firm’s emerging equities strategy in 2008 and is responsible for oversight of emerging market stock selection. In addition, Aghassi serves on the Editorial Advisory Board of the Journal of Portfolio Management. Aghassi graduated magna cum laude from Brown University with a B.Sc. in applied mathematics. She also earned a Ph.D. in operations research from the Massachusetts Institute of Technology, where she was a National Science Foundation Graduate Research Fellow and an MIT Presidential Graduate Fellow. Between Brown and MIT, Aghassi worked as a quantitative analyst in the proprietary equities department of D.E. Shaw & Co.

Andrea Frazzini

Andrea Frazzini is a principal on AQR’s Global Stock Selection team, focusing on research and portfolio management of the firm’s long/short and long-only equity strategies. He is also an adjunct professor of finance at New York University’s Stern School of Business. He has published in top academic journals and won several awards for his research. Prior to AQR, Frazzini was an associate professor of finance at the University of Chicago’s Graduate School of Business and a research associate at the National Bureau of Economic Research. He also served as a consultant for DKR Capital Partners and J.P. Morgan Securities and on the board of directors of the Center for Research in Security Prices at the University of Chicago. He earned a B.S. in economics from the University of Roma Tre, an M.S. in economics from the London School of Economics and a Ph.D. in economics from Yale University.

Jacques Friedman

Jacques A. Friedman is a principal and head of AQR’s Global Stock Selection team. He is involved in all aspects of research, portfolio management and strategy development for the firm’s equity products and strategies. He is also a member of both the firm’s Strategic Planning and Risk Committees. Prior to joining AQR at its inception in 1998, Friedman was with Goldman, Sachs & Co., where he developed quantitative stock-selection strategies within the asset management division. Before joining Goldman, he was pursuing a Ph.D. in applied mathematics at the University of Washington, where his research interests ranged from mathematical physics to quantitative methods for sports handicapping. Friedman earned a B.S. in applied mathematics from Brown University and an M.S. in applied mathematics from the University of Washington.

Michael Katz

Michael Katz is a principal and co-head of the portfolio implementation and implementation research team at AQR. He oversees the implementation of AQR’s products and models. Previously, he oversaw macro, fixed income and inflation research. He is also part of the portfolio management teams for multi-strategy hedge funds, macro and long-only equity products. Prior to AQR, Katz was a teaching fellow and research assistant at Harvard University, a teaching and research assistant at Tel Aviv University and a consultant for Trigger (now Trigger-Foresight). He also served as an intelligence officer in the Israeli Defense Forces, achieving the rank of major. His research has been published in the Financial Analysts Journal and the Review of Financial Studies. Katz earned a B.A. in economics and Middle East history, with honours, from Tel Aviv University, and a Ph.D. and an A.M. in economics from Harvard University.

Objective

The Fund’s investment objective is to outperform the Morgan Stanley Capital International Inc. Emerging Markets Total Return Index with Net Dividends Unhedged in USD (the Benchmark) by an average of 200 basis points per calendar year (net of fees) over a full market cycle. The Fund seeks to add value by employing a disciplined approach emphasizing both bottom-up security selection decisions and top-down country and currency allocation.

Showing fund performance in United Kingdom View performance globally

Performance

Global Emerging Markets over : 30/04/2016 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 6.9%
2018 -12.4% -1.7% -2.4% 0.4% -9.2%
2017 24.2% 10.6% 2.5% 4.6% 4.7%
2016 34.1% 8.0% 7.9% 12.9% 1.9%
2015 -11.2% 6.9% -5.7% -13.9% 2.4%
2014 5.3% -1.1% 4.4% 1.2% 0.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Chile
  3. Colombia
  4. Denmark
  5. Finland
  6. France
  7. Germany
  8. Iceland
  9. Ireland
  10. Italy
  11. Luxembourg
  12. Netherlands
  13. Norway
  14. Peru
  15. Spain
  16. Sweden
  17. Switzerland
  18. United Kingdom

Fund Info

  • Launch date13/12/2013
  • Share Class size190Mn
  • Base currencyEUR
  • ISIN LU0977245710

Purchase Info

  • Min. initial investment50Mn
  • Min. regular additional investment0

Charges

  • Initial investment0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).