About WASYX
Macquarie Asset Strategy Fund Class Y is a global allocation mutual fund designed to deliver total return by investing across a broad range of asset classes. Its primary purpose is to provide a balance of capital appreciation and income through strategic and tactical allocations in equities, fixed income, and other securities around the world. The fund is actively managed, employing a multi-asset approach that seeks opportunities in both U.S. and international markets, including developed and emerging economies. Notably, the fund typically holds a mix of U.S. and non-U.S. stocks, bonds, and a smaller allocation to cash and alternative assets, reflecting a moderate risk profile suitable for investors seeking global diversification and reduced single-market exposure. Macquarie’s experienced investment team manages the portfolio by assessing market trends and economic factors to adjust allocations as needed, aiming for steady growth and resilience through various market cycles. With holdings encompassing leading technology, financial, and industrial companies, as well as broad bond exposure, the fund plays a significant role for investors looking to achieve long-term growth while mitigating risk through global diversification and asset allocation strategies.
Fund Family Nomura
Category Alt Global Macro
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol WASYX
Share Class Class Y
Index MSCI AC World NR USD
WASYX had a total return of 10.67% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.20%.
