Mutual Funds - Profile

American Beacon AHL Managed Futures Strategy Fund

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Rank

Universe Rank

Summary

The fund seeks capital appreciation by investing in companies across any size in the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team seeks to capitalize on price trends (up and/or down) in a broad range of global markets including stock indices, bonds and bond futures, currency and currency futures, and interest rates by utilizing derivative instruments.

Trends are a manifestation of serial correlation in financial markets, the More

Price

  • Last Close
  • $10.95
    -0.03
  • 52 Week HL
  • $11.35 - $9.43
  • Net Assets
  • $1700 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Top 10 Holdings
Mar 31, 2021

Company Holding
Euro-STOXX 4.5
Japanese Yen/US 4.5
DAX Index 3.8
S+P 500 3.8
Canadian Dollar/US 3.5
Company Holding
Crude Oil 3.5
US Treasuries 3.5
Brazilian Real/US 3.1
Korean Kospi 3.1
Australian SPI 2.8
Total 36.1%

Manager

  • Name
  • Matthew Sargaison
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor
  • AHL Partners LLP

Documents

  • Prospectus
  • Fact Sheet
  • Annual Reports

Performance
8.3 % YTD

  • 3 Year
  • 8.49%
  • 5 Year
  • 17.25%
  • Best
  • 8.28%
    2021
  • Worst
  • -4.2%
    2019

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
AHLCX 0%16%29%-6%19%8%-1%14%29%13%0%
S&P 500 18%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 5.6% 7.5% -1.8% -1.7% 0.8% 4.4% 4.9% - - - -
Q2 2.7% -4.8% 2.8% 0.2% -2% -2.9% -6.5% -100% - - -
Q3 -1.7% -0.1% 1.1% -1.8% 1.7% -4.7% 5.3% 2.3% - - -
Q4 1.7% 2.3% -7% 3.3% 3.3% 2% -5.4% 10.3% - - -

Returns +
M

J F M A M J J A S O N D
2021 -0.4% 4.9% 1% 1.9% 1.5% -0.8% -0.3% -0.8% -0.6% 1.7% - -
2020 -0.6% 2.5% 5.6% -1.3% -1.6% -2% 2.3% 0.9% -3.2% -1.6% 3.2% 0.7%

Annual Return

Index Comparison

Alpha

NAV