Style Premia Trust

  • Investment Objective

    The investment objective of AQR Style Premia Trust (the “Fund”) is to seek to produce positive risk-adjusted returns, while targeting a low correlation to traditional markets, through applying a systematic investment process to four well known investment styles: Value, Momentum, Carry and Defensive (the “Investment Styles”).

    Investment Approach

    To pursue its investment objective, the Fund, through its investment in AQR Style Premia PM Master Account, L.P. (the “Master Fund”), will implement each of the Investment Styles to invest globally, both long and short, across the following asset groups: stocks and industries, equity indices, fixed income and currencies. A “long” position will benefit from an increase in price of the asset, while a “short” position will benefit from a decrease in price of the asset. The Fund will seek to achieve returns in excess of the Bloomberg AusBond Bank Bill Index.

    1. Investment Minimums

      Minimum Initial Investment AU$25,000
      Minimum Additional Investments AU$5,000
    3. Unitholder

      Entry, Exit and Switching Fees 0.00%
      Buy/Sell Spread 0.00%/0.15%
    1. Management Costs

      The management costs (excluding performance fees) of the Class 1P Units are currently 0.72% per annum of the NAV of the Class, plus 10% net performance above the Fund's benchmark.
  • Investment Inquiries
    Telephone: 1800 778 019 in Australia or +61 2 8023 6500 

    Fax: +61 2 8023 6510

    Accessing Funds
    Direct application via the Product Disclosure Statement. To invest, please read and consider the Product Disclosure Statement (PDS).
    IDPS Availability
    The Style Premia Trust is not currently available via IDPS. Please contact your financial adviser or AQR Australia for further information.

  • The Fund’s investment program is speculative and entails risks. There can be no assurance that the Fund’s investment objective will be achieved. Please consider all Sections of the Fund's PDS and obtain financial advice before deciding whether to invest in the Fund.
  • AQR Capital Management, LLC ("AQR") is exempt from the requirement to hold an Australian Financial Services License under the Corporations Act 2001 (Cth). AQR is regulated by the Securities and Exchange Commission ("SEC") under United States of America laws, which differ from Australian laws. This website is intended only to provide a summary of the subject matter covered. It does not purport to be comprehensive or to provide legal, taxation or other advice on the subject matter. No reader should act on the basis of any matter contained in this website without first obtaining specific professional advice.