Welcome to the Raymond James 361 Global Long/Short Equity Fund (AGAZX | AGAQX) Resource Center. We are happy to share that our Fund is on the Alternative Mutual Fund Focus List.
If you have questions or need additional information, please contact Chris McQuillan at 303.224.3934 or firstname.lastname@example.org.
Fund Highlights Since Inception:
- Generated 1.54% alpha since inception vs. -1.97% for the Long/Short Equity Category*
- Since inception, has outperformed peers by returning 5.72% (and without excess leverage) vs. 3.00% for the Long/Short Equity category
- Received a 4-star Morningstar Rating™ (overall rating out of 192 Long/Short Equity funds, as of 12/31/19)
- Received a Morningstar Sustainability Rating™ of five globes (highest rating) out of 192 Long/Short Equity funds, as of 12/31/19**
*The Fund’s inception date is 01/06/14. Statistics data is from 02/01/14 to 12/31/19, representing the Fund’s first full month of operation. The Fund’s inception date is 01/06/14. Statistics calculated using monthly return data relative to the MSCI World Index.
**Morningstar’s Sustainability Rating is a measure of how well the portfolio holdings manage ESG risk relative to the category.
Alpha is defined as return in excess of the risks taken to generate the return.