Managers AMG FQ Global Alternatives A
800 Connecticut Avenue
Map
Phone: 800-548-4539
| Category: | Long-Short | | Fund Family: | Managers Funds | | Net Assets: | 86.39M | | Year-to-Date Return: | 9.35% | | Yield: | 0.27% | | Morningstar Rating: | N/A | | Fund Inception Date: | 30-Mar-06 |
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Kenneth John Ferguson
Lead Manager since
30-Mar-06 | | | Ferguson oversees research and development of the Global Derivatives products. Since joining First Quadrant in 1994, Mr. Fergusons work has focused primarily on First Quadrants Tactical Asset Allocation, Currency and Global Macro products. He has been involved in all aspects of the product, from model building, to optimization, risk allocation, risk measurement and research operations. He received his Ph.D. in mathematics from the University of Utah in 1991. |
| Min Initial Investment: | $2,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $2,000 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks total return from investments in the global equity, fixed income and currency markets, independent of market direction. The fund invests in long and short positions in the global equity, bond and currency markets. It may use derivative instruments (including futures, options, swaps and forward contracts) and direct investments to allocate exposure among asset classes, countries and currencies. The fund typically maintain exposure among at least ten different countries, including the U.S.. It is nondiversified. |
| Last Dividend
(26-Dec-07):
| 0.03 | | Last Cap Gain
(26-Dec-07):
| 0.10 | | Annual Holdings Turnover
| 104.00% | | Average for Category:
| 306.03% |
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| Expense | MGAAX | Category
Avg | | Total Expense Ratio: | 2.50%
| 2.19% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.49% | | Max Deferred Sales Load: | 0.00%
| 2.14% | | 3 Yr Expense Projection*: |
$1,359 | $961 | | 5 Yr Expense Projection*: |
$1,915 | $1,671 | | 10 Yr Expense Projection*: |
$3,421 | $3,337 |
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