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Franklin K2 Alternative Strategies A (acc) EUR-H1

Ranked 19 out of 65 in - Fund of Funds over 12 months
All calculations are in EUR unless stated

Managed by

Robert Christian

Robert Christian is a senior managing director and Head of Investment Research at K2 Advisors. Christian started working at Chase Manhattan Futures Corporation. In 1995, he founded Modoc Capital focusing on short-term futures trading. From 1998 to 2003 Mr. Christian worked at Graham Capital Management LP. From 2003 to 2005 he was the Head of Macro Strategies at Julius Baer Investment Management . From September 2005 to March 2010 he worked at FRM Americas LLC. Mr. Christian holds a B.A.S. from Stanford University and an M.B.A from New York University.

Brooks Ritchey

Brooks Ritchey is a senior managing director and head of portfolio construction for K2 Advisors. He is also a senior vice president and director of investment solutions for the Franklin Templeton Solutions division. In this capacity he co-chairs the FT Solutions Global Investment Committee (GIC) and heads up the Portfolio Review & Investment Solution Management (PRISM) group. Ritchey began his investment career as a proprietary trader for the NYSE Specialist Firm of Conklin, Cahill &Co. Since 1987, Ritchey has managed multi-asset mutual fund and hedge fund portfolios while located in New York and Paris, France during his employment with organizations including Steinhardt Partners, Citibank, Finch Asset Management, Paribas, AIG, and ING. Ritchey joined K2 Advisors in 2005. Ritchey graduated from Franklin & Marshall College in 1982.

David C. Saunders

Objective

The Fund's investment objective is to seek capital appreciation with lower volatility relative to the broad equity markets. The Fund seeks to achieve its investment objective by allocating its net assets across multiple non-traditional or "alternative" strategies, including but not limited to, some or all of the following strategies: Long Short Equity, Relative Value, Event Driven and Global Macro.

Showing fund performance in Luxembourg View performance globally

Performance

Fund of Funds over : 31/12/2016 - 31/12/2017
  • Rank 19/65 Total Return
  • Rank 12/65 Standard Deviation
  • Rank 5/65 Max Drawdown
Fund Name Currency Return
17 Leadersel Flex Multimanager EUR

3.1%

18 CS (Lux) Prima Multi-Strategy Fund B EUR EUR

3.0%

19 Franklin K2 Alternative Strategies A (acc) EUR-H1

Currency exposure is hedged

Currency exposure is hedged

EUR

2.9%

20 Bankia Soy Asi Flexible, FI EUR

2.8%

21 Parworld Lyra Classic Plus Cap EUR

2.8%

Fund Name Currency Loss
3 Berenberg Strategy Allocation R EUR

-0.1%

4 UBS (Lux) KSS - Global Alpha Opp (EUR) U-X-a EUR

-0.1%

5 Franklin K2 Alternative Strategies A (acc) EUR-H1

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.2%

6 Diversified Growth Company- Low Volatility A EUR EUR

-0.2%

6 JSS Alternative Multi-Strategy Fund Y EUR acc hgd

Currency exposure is hedged

Currency exposure is hedged

EUR

-0.2%

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 2.9% 1.8% 0.2% 0.1% 0.8%
2016 1.6% -1.9% 1.3% 2.0% 0.2%
2015 -0.5% 2.9% -0.8% -2.3% -0.3%
2014 3.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Cyprus
  4. Czech Republic
  5. Denmark
  6. Estonia
  7. Finland
  8. France
  9. Germany
  10. Gibraltar
  11. Greece
  12. Guernsey
  13. Hungary
  14. Ireland
  15. Italy
  16. Jersey
  17. Latvia
  18. Lithuania
  19. Luxembourg
  20. Malta
  21. Netherlands
  22. Norway
  23. Poland
  24. Singapore
  25. Slovakia
  26. Spain
  27. Sweden
  28. Switzerland
  29. United Kingdom

Fund Info

  • Launch date15/09/2014
  • Share Class size180Mn
  • Base currencyEUR
  • ISIN LU1093756242
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0

Charges

  • Annual management2.05%

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How Trump’s presidency could change the Alt Ucits space

K2 Advisors’ David Saunders says event-driven investing could boom under Presidential plans.

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).