AQR Funds News
The AQR Diversified Arbitrage Fund won a 2021 Lipper Fund Award in the Alternative Event Driven Category. This award is based on the Fund’s risk-adjusted performance over the five-year period ending December 31, 2020. A total of 14 portfolios were considered in the category won by AQR.
Lipper’s annual fund awards recognize funds and fund management firms for consistently strong, risk-adjusted performance relative to their peers. A total of 14 portfolios were considered in the category won by AQR.
The Diversified Arbitrage Fund seeks to exploit mispricings in markets through a diversified investment approach across merger arbitrage, convertible arbitrage, and a suite of event-driven strategies. The Fund, which was launched in January 2009, returned an annualized 9.72% net of fees over the previous five years. 1 1 Close As of December 31, 2020. Past performance is not a guarantee of future results Standardized fund performance data is available on the Diversified Arbitrage Fund page.
The Refinitiv Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The Refinitiv Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Refinitiv Lipper Fund Award. For more information, see lipperfundawards.com Although Refinitiv Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Refinitiv Lipper.
The information contained herein is only current as of the date indicated, and may be superseded by subsequent market events or for other reasons. This information is not intended to, and does not relate specifically to any investment strategy or product that AQR offers. It is being provided merely to provide a framework to assist in the implementation of an investor’s own analysis and an investor’s own view on the topic discussed herein. Past performance is not a guarantee of future results.
Investors should carefully consider the investment objectives, risks, charges and expenses of the Funds before investing. To obtain a prospectus containing this and other important information, please call 1-866-290-2688 or click here to view or download a prospectus online. Read the prospectus carefully before you invest.
View definitions of benchmarks and other terms used here.
Diversification does not eliminate risk. Indexes are unmanaged and one cannot invest directly in an index.
The Adviser has contractually agreed to reimburse operating expenses of the Funds at least through January 28, 2022 for Large Cap Defensive Style Fund, International Defensive Style Fund, Large Cap Momentum Style Fund, Small Cap Momentum Style Fund, International Momentum Style Fund, TM Small Cap Momentum Style Fund, TM International Momentum Style Fund, Large Cap Multi-Style Fund, Small Cap Multi-Style Fund, International Multi-Style Fund, TM Small Cap Multi-Style Fund, Emerging Multi-Style Fund II, Global Equity Fund, International Equity Fund and Core Plus Bond Fund and April 30, 2022 for Diversified Arbitrage Fund, Equity Market Neutral Fund, Global Macro Fund, Long/Short Equity Fund, Managed Futures Strategy Fund, Managed Futures Strategy HV Fund, Risk-Balanced Commodities Strategy Fund, Style Premia Alternative Fund, Multi-Asset Fund and Risk Parity II MV Fund. For additional details on annual fund operating expenses for each Fund, please see the underlying Funds’ prospectus.
The information provided herein (including any separate documents that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information about our products and services and to otherwise provide general investment education. No information contained herein should be regarded as a suggestion to engage in or refrain from any investment-related course of action as none of AQR Capital Management, LLC (“AQR Capital”) nor any of its affiliates is undertaking to provide investment advice, act as an adviser to any plan or entity subject to the Employee Retirement Income Security Act of 1974, as amended, individual retirement account or individual retirement annuity, or give advice in a fiduciary capacity with respect to the materials presented herein. If you are an individual retirement investor, contact your financial advisor or other fiduciary unrelated to AQR about whether any given investment idea, strategy, product or service described herein may be appropriate for your circumstances.
There are risks involved with investing including the possible loss of principal.
Past performance does not guarantee future results.
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