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American Beacon Numeric Integrated Alpha

Portfolio information as of March 31, 2017
  • Summary
  • Performance
  • Overview

Investment Objective

The Fund seeks long-term capital appreciation.

FOCUS ON RISK-ADJUSTED ALPHA

Numeric Investors, LLC (“Man Numeric”) is an institutional investment manager based in Boston, Massachusetts. The firm manages assets for global clients, including corporate and public pension plans, foundations, endowments and sovereign funds. Founded in 1989 and acquired by Man in 2014, the firm has remained committed and focused on its efforts to consistently outperform benchmarks to deliver excess returns over the long term for clients.

Firm inception: 1989

Portfolio Managers:

  • Paul Pflugfelder, Portfolio Manager and Co-Head of Hedge Fund Strategies
  • Bingcheng Yan, Portfolio Manager and Co-Head of Hedge Fund Strategies

FUNDAMENTALLY ORIENTED,
qUANTITATIVELY IMPLEMENTED

The Fund strives to achieve its investment objective primarily by implementing fundamental, research-based strategies using quantitative signals to identify long and short positions in equity and equity-related securities in global markets. The Fund has additional flexibility to blend in strategies based on market direction and opportunistic events in global markets, seeking to enhance returns and reduce portfolio volatility.

Total Fund Assets

$ 112.0 Million  

Sub-Advisor (%)

Numeric Investors, LLC 100%

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sub-advisor video


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The Fund’s strategy of investing in a variety of long/short strategies entails certain risks including that the sub-advisor’s judgments about allocation between such strategies may not perform to expectations resulting in the Fund’s underperformance or even losses versus other similar funds. Short sales involve special risks, including greater reliance on the sub-advisor’s ability to accurately anticipate the future value of a security or instrument; the Fund’s losses are potentially unlimited in a short sale. Investing in derivative instruments involves liquidity, credit, interest rate and market risks and in some cases the addition of financial leverage, which can magnify these risks. Investing in foreign and emerging market securities may involve heightened risk due to currency fluctuations and economic and political risks. Because the Fund may invest in fewer issuers than a more diversified portfolio, the fluctuating value of a single holding may have a greater effect on the value of the Fund. The Fund may have high portfolio turnover risk, which could increase the Fund’s transaction costs and possibly have a negative impact on performance. Investing in small- or mid-capitalization stocks may involve greater volatility and lower liquidity than larger company stocks. Please see the prospectus for a complete discussion of the Fund’s risks. There can be no assurances that the investment objectives of this Fund will be met.  Important Information: All investing involves risk, including possible loss of principal. Indexes are unmanaged and one cannot invest directly in an index.

For a prospectus containing more information, including expenses, click here. Read it carefully before you invest or send money. Past performance is no guarantee of future results.

American Beacon is a registered service mark of American Beacon Advisors, Inc. American Beacon Funds and American Beacon Numeric Integrated Alpha Fund are service marks of American Beacon Advisors, Inc.