P/E Global FX Alpha Fund

MAQ5143AU

P/E Global FX Alpha Fund MAQ5143AU Strategy

The Fund aims to generate long-term total returns by investing in exchange-traded futures providing exposure to currencies and gold. The Fund holds both long and short positions in futures. The Fund also holds cash and cash equivalents. The investment process involves the use of a disciplined and dynamic quantitative model to determine the positions held by the Fund. The model relies on statistical analysis to forecast returns and volatilities for currencies and gold based on underlying fundamental factors identified by P/E Global.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.

Funds News & Analysis

funds

Chart of the week: A reliable predictor of the success of an investment

This week's chart of the week looks at the impact of fees on the success of funds.
funds

Listed Investment Companies monthly performance: October 2024

The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
funds

How to tell if a fund or ETF will likely underperform

The funds that have been rated negative by our analysts have characteristics in common.

Morningstar Investment Ideas

Markets

Index
Last price
Change
% Change
All Ordinaries8,754.7049.700.57%
CAC 407,238.581.690.02%
DAX 4019,950.9517.330.09%
Dow JONES (US)44,688.1493.86-0.21%
FTSE 1008,365.6252.730.63%
HKSE19,746.32196.031.00%
NASDAQ19,408.134.180.02%
Nikkei 22539,248.86735.841.91%
NZX 50 Index13,093.1821.50-0.16%
S&P 5006,041.405.75-0.10%
S&P/ASX 2008,495.2047.300.56%
SSE Composite Index3,378.8114.820.44%

Market Movers