Morningstar

Abbey Capital Futures Strategy Fund Class I ABYIX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Abbey Capital Investment Hub

Morningstar’s Analysis ABYIX

Will ABYIX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ABYIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the ABYIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of ABYIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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Senior Analyst Hyunmin Kim

Hyunmin Kim

Senior Analyst

Summary

Abbey Capital Futures Strategy features a diligent team that deftly navigates the wide-ranging universe of trend followers to curate a diversified mix of best-in-class managers. In a competitive arena, this strategy stands out with its breadth and depth of infrastructure and personnel. Though expensive, the fund remains one of the better options for investors who seek to diversify their portfolio through managed futures.

by Hyunmin Kim
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