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Franklin K2 Alternative Strategies A (acc) EUR-H1

Ranked 41 out of 112 in - Multi Strategy 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.

Anthony M Zanolla

Anthony Zanolla is currently a fund manager at K2 Advisors. Mr. Zanolla began his investment career in 1994 at Bankers Trust where he worked on the Business Risk team. He joined Citibank in 1996 as a portfolio manager. In 2000 he was recruited to join Scudder Kemper Investments as a Vice President. In 2001 Mr. Zanolla left Scudder to join former Citigroup colleagues as a Founding Partner and Equity Analyst at Norquest Capital. He joined Allianz Hedge Fund Partners in 2002. Mr. Zanolla left Allianz in October 2005 to join Northern Trust as co portfolio manager of the Hedge Fund group. He is a CFA charterholder.

Objective

The Fund can invest in any kind of equity securities and debt securities from any country or type of issuer. It can invest directly or may gain exposure to investments indirectly, such as through derivatives, participatory notes, or by investing in other UCITS or UCIs. It can take direct or indirect long or short positions in securities, currencies, interest rates, and other investments or financial instruments..

Showing fund performance in Luxembourg View performance globally

Performance

Multi Strategy over : 31/08/2017 - 31/08/2018
  • Rank 41/112 Total Return
  • Rank 17/112 Standard Deviation
  • Rank 21/112 Max Drawdown
Fund Name Currency Return
39 GAM Star Flexible Global Portfolio EUR Acc EUR

0.7%

40 GVC Gaesco Retorno Absoluto A, FI EUR

0.4%

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

Currency exposure is hedged

Currency exposure is hedged

EUR

0.3%

42 8a+ SICAV Subfund Monviso R EUR Dis EUR

0.2%

43 GVC Gaesco Patrimonialista A, FI EUR

0.2%

Fund Name Currency Risk
15 UBI SICAV - Active Beta I EUR

2.0

16 UBS (CH) Global Alpha Strategies (EUR hdg) P-PF

Currency exposure is hedged

Currency exposure is hedged

EUR

2.1

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

Currency exposure is hedged

Currency exposure is hedged

EUR

2.4

18 Legg Mason EnTrustPermal Alt Inc Strat A EUR Ac H

Currency exposure is hedged

Currency exposure is hedged

EUR

2.4

19 MPS Private Solution Absolute A EUR

2.5

Fund Name Currency Loss
19 A&G Global SICAV-Killorglin Fund EUR

-2.5%

20 Amundi Target Controllo A EUR

-2.5%

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

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.6%

22 Alpinum SICAV-SIF - Equity Dynamic Fund AH

Currency exposure is hedged

Currency exposure is hedged

EUR

-2.6%

23 AXA WF Optimal Absolute A C EUR EUR

-2.6%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -1.0% 0.4%
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. Chile
  4. Cyprus
  5. Czech Republic
  6. Denmark
  7. Estonia
  8. Finland
  9. France
  10. Germany
  11. Gibraltar
  12. Greece
  13. Hungary
  14. Ireland
  15. Italy
  16. Jersey
  17. Latvia
  18. Liechtenstein
  19. Lithuania
  20. Luxembourg
  21. Malta
  22. Netherlands
  23. Norway
  24. Poland
  25. Portugal
  26. Singapore
  27. Slovakia
  28. Spain
  29. Sweden
  30. Switzerland
  31. United Arab Emirates
  32. United Kingdom

Fund Info

  • Launch date15/09/2014
  • Share Class size262Mn
  • Base currencyUSD
  • ISIN LU1093756242
  • Currency exposure is hedged

Purchase Info

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

Charges

  • Annual management2.05%
  • Initial investment2.05%

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