AQR Style Premia Alternative Fund

Direct access to institutional private market funds.

Invest via your existing Charles Schwab account.

• Fund Summary

  Invests long and short in a variety of asset classes globally based on well-established investment styles. By maintaining a risk-balanced exposure to these largely unrelated sources of return, the Fund aims to provide both return and diversification benefits.

• Category

  Growth

  Type of fund

• Asset Class

  Hedge Fund

  Focus of this fund

• Fund Type

  Mutual

  Structure of this fund

• Performance - Last Year

  29.5%

  Most recent four quarters

• Performance - Last 2 Years

  23.7%

  Annualized over 24 months

• Performance - Last 3 Years

  18.4%

  Annualized over 36 months

• Treeview Minimum

  $5,000

  Minimum investment as a Treeview Capital client

• Fund Minimum

  $5,000,000

  Minimum investment without using an advisor

• Expense Fee Discount

  15.0%

  Annual fund expense savings as a Treeview Capital client

• Fund Research

  Open Fund Website

  Information published by fund manager

Important Information: Performance figures are updated quarterly and sourced from third-party providers. Returns for the 2 year and 3 year periods are annualized to reflect average yearly growth. Performance is net of the Treeview Capital investment advisory fee. Past performance is not a guarantee of future results and all investments involve risk of loss.

For general research only. Inclusion on this page is not a recommendation. Treeview Capital clients receive software-generated recommendations through the authenticated Recommendations page after completing their Investment Profile. Eligibility and availability vary by investor and account.