AQR fund gains 'recommended' rating



Investment management firm AQR Capital Management has welcomed the fact that two of the key ratings houses have awarded its Wholesale Managed Futures Fund a 'recommended' rating.
AQR confirmed this week that the AQR Wholesale Managed Future Fund, which has $600 million in assets under management, had received 'recommended' ratings from both Lonsec and Zenith.
Commenting on the ratings, AQR principal Gregor Andrade said he believed the ratings reflected the transparency and expertise underlying the fund's strategy approach.
The fund is currently available via BT, Macquarie and Netwealth and AQR said other platforms were in the pipeline, including separately managed accounts (SMAs).
Recommended for you
With an advice M&A deal taking around six months to enact, two experts have shared their tips on how buyers and sellers can avoid “deal fatigue” and prevent potential deals from collapsing.
Several financial advisers have been shortlisted in the ninth annual Women in Finance Awards 2025, to be held on 14 November.
Digital advice tools are on the rise, but licensees will need to ensure they still meet adviser obligations or potentially risk a class action if clients lose money from a rogue algorithm.
Shaw and Partners has merged with Sydney wealth manager Kennedy Partners Wealth, while Ord Minnett has hired a private wealth adviser from Morgan Stanley.