New Distribution Agreement – AQR & SGH

SG Hiscock & Company appointed by AQR Capital Management, LLC as exclusive distributor to target the Australian wealth channel

SG Hiscock & Company has been appointed by AQR Capital Management, LLC as the exclusive distributor of AQR strategies to the Australian wealth channel. This collaboration commences with the promotion of the AQR Wholesale Managed Futures Fund, a strategy that may provide diversification to traditional assets, particularly during challenging markets. The Fund seeks to produce attractive risk-adjusted returns while targeting a low long-term average correlation to traditional markets.

SG Hiscock Head of Distribution, Anthony Cochran, said “the collaboration with AQR will allow SG Hiscock to broaden its offerings to its clients, and to complement the strategies it currently has available to provide a well-rounded offering to clients seeking diversified portfolio construction.  AQR has a long track-record of applying empirical research to investing in order to better understand what drives markets, which can then be applied to client portfolios”.

AQR Managing Director and Head of Australia & New Zealand, Simon Wills, said “SG Hiscock’s strong distribution track record, business structure and team reflect the traits we were looking for in a well-established local distribution partner. Through this collaboration, we are excited to expand our presence with advisors and consultants to the sophisticated and diverse Australian wealth community. AQR offers a wide range of investment strategies, spanning traditional global equity and liquid alternative strategies, and we will actively seek to expand our fund offerings in the coming period. In the meantime, our focus will be on communicating the benefits of managed futures, a diversifying strategy that may help bolster investor portfolios – especially in times of market volatility”.

The Fund will be actively managed and primarily invests in a portfolio of futures contracts and derivative instruments across the asset classes of commodities, currencies, fixed income, equities and alternative markets (which includes credit and volatility) (the Asset Classes). AQR uses a proprietary, systematic and quantitative process which utilises both price and economic data, with the aim to identify and benefit from price trends across the Asset Classes. 

The AQR Wholesale Managed Futures Fund is issued by Perpetual Trust Services Limited, ABN 48 000 142 049. For general advice only and does not take account the objectives, financial situation or needs of investors. Read the PDS and Target Market Determination (TMD) (available here) to see if the product is right for you. All investments contain risk and may lose value.

About SG Hiscock

SG Hiscock & Company (SGH) is an Australian fund manager specialising in high-conviction actively managed investment strategies and individual portfolios. Established in Melbourne in 2001, SGH is entirely owned by its staff and associates. With $3.3 billion under management and distribution, SGH serves over 5,000 clients across Australia, using a highly skilled team of 40+ professionals.

In addition to its core offerings, SGH partners with industry leaders such as LaSalle Investment Management Securities, Morgan Stanley Investment Management, and EAM Global Investors. SG Hiscock also maintains an exclusive distribution partnership with abrdn.

SGH offers a diverse range of over 20 strategies spanning Australian and global equities, REITs, and income investments. 

About AQR

AQR is a global investment management firm dedicated to delivering results for our clients. At the nexus of economics, behavioral finance, data and technology, AQR’s evolution over two decades has been a continuous exploration of what drives markets and how it can be applied to client portfolios. The firm is headquartered in Greenwich, Connecticut, with other locations in Bangaluru, Dubai, Hong Kong, London, Munich and Sydney.

DISCLAIMER:

SG Hiscock & Company (SGH) has prepared this article for general information purposes only. It does not contain investment recommendations nor provide investment advice. Neither SGH nor its related entities, directors or officers guarantee the performance of the Funds. SGH also doesn’t guarantee the repayment of capital or income invested in the Funds. Past performance is not necessarily indicative of future performance. Professional investment advice can help you determine your risk tolerance as well as your need to attain a particular return on your investment. We strongly encourage you to obtain detailed professional advice. We recommend that you read the relevant Product Disclosure Statement and Target Market Determination, if appropriate, in full before making an investment decision.

SGH publishes information on this platform that is, to the best of its knowledge, current at the time of publication. It is not liable for any direct or indirect losses attributable to omissions, outdated, inaccurate, incomplete or deficient information. Investors and their advisers should make their own enquiries before making investment decisions.