About AHLPX
The American Beacon AHL Managed Futures Strategy Fund Investor Class is an actively managed mutual fund that employs a systematic, quantitative approach to investing. Its primary objective is capital growth, achieved by capturing price trends across approximately 120 global markets. The fund utilizes a diversified strategy, primarily allocating assets through derivative instruments such as futures and forward contracts, granting exposure to a wide spectrum of asset classes including equities, fixed income, commodities, and currencies.
This fund is classified within the systematic trend category, with the majority of its risk exposure stemming from price-based trend-following models. It is non-diversified, meaning it may allocate a significant portion of assets to fewer holdings, and typically holds a high concentration in cash instruments like U.S. Treasury bills to collateralize its derivatives positions. Through its alternative strategy, the fund seeks to provide diversification benefits and potential risk-adjusted returns that are less correlated with traditional equity and bond markets, serving as a complement to conventional portfolios in the financial market.
Fund Family American Beacon
Category Systematic Trend
Performance Rating Above Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol AHLPX
Share Class Investor Class
Index ICE BofA US 3-Month T Bill TR IX
AHLPX had a total return of 21.10% in the past year, including dividends. Since the fund's
inception, the average annual return has been 4.13%.
