AQR Multi-Asset Fund Class R6 (AQRRX)

Overview

The adviser's approach to managing the fund's assets is based on a flexible allocation among various major asset classes. This investment strategy allows for dynamic adjustments based on market conditions and investment opportunities, without strict limitations on the portion of assets that can be invested in any single instrument or asset class. Consequently, while the fund aims to maintain a diversified portfolio across a broad range of asset classes and instruments, there are periods when the adviser might concentrate the fund's investments in a relatively small number of asset classes or instruments. It's important to note that this fund is classified as non-diversified, meaning it may invest a larger portion of its assets in fewer issuers than a diversified fund.

Products and Services

• Flexible Asset Allocation

  This service involves dynamically adjusting the distribution of the fund's investments across various asset classes including, but not limited to, equities, fixed income, commodities, and real estate. The aim is to optimize returns while managing risks, responding to market fluctuations and exploiting investment opportunities as they arise.

• Major Asset Classes Investment

  Investment is spread across a wide array of major asset classes. This includes traditional investments such as stocks and bonds, as well as alternatives like commodities or real estate, although there is no fixed limit on the proportion of assets allocated to any specific class, providing substantial flexibility in portfolio construction.

• Concentrated Investment Strategy

  At times, based on strategic decisions by the adviser, the fund may invest a significant portion of its assets in a limited number of instruments or asset classes. This concentrated investment approach is used selectively to capitalize on high-conviction investment opportunities that the adviser believes offer superior return potential.

• Non-Diversified Fund Structure

  As a non-diversified fund, this investment offers the potential for higher returns by allowing larger investments in fewer issuers. However, it also entails a higher level of risk as the fund's performance is more susceptible to the performance of these select investments.