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P/E FX Strategy USD Class

Performance History31/01/2020
Growth of 1,000 (EUR)
P/E FX Strategy USD Class
Key Stats
 USD 1401.14
Day Change 0.17%
Morningstar Category™ Alt - Currency
Fund Size (Mil)
Share Class Size (Mil)
 USD 62.27
Max Initial Charge -
Ongoing Charge
Investment Objective: P/E FX Strategy USD Class
The investment objective of the Fund is to generate returns by investing in foreign exchange markets. The Fund will be invested primarily in foreign exchange futures and U.S Treasury bills. The Investment Manager may also use foreign currency forward contracts for hedging purposes.
Trailing Returns (EUR)14/02/2020
3 Years Annualised4.88
5 Years Annualised-
10 Years Annualised-
12 Month Yield 0.00
Manager Name
Start Date
Inception Date
Fund BenchmarkMorningstar Benchmark
Not Benchmarked-
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNot Specific
GrowthNot Specific
IncomeNot Specific
HedgingNot Specific
OtherNot Specific
Portfolio Profile for  P/E FX Strategy USD Class-
Morningstar Style Box®
Equity Style
Morningstar Style Box®
Fixed Income Style
Asset Allocation
  % Long% Short% Net Assets
Fixed Income
Effective Maturity-
Effective Duration-
Top 5 Regions%
No Data Available
Top 5 Sectors%
No Data Available
Top 5 HoldingsSector%
No Data Available
P/E FX Strategy USD Class


In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)

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