Fact sheet: Franklin K2 Alt Strat

Fund information

Fund name
Franklin K2 Alternative Strategies A Acc USD
Fund company manager
Franklin Temp Intnl Serv SARL
Fund type
SIB
Fund manager(s)
Robert Christian
since 15/09/2014
David C. Saunders
since 15/09/2014
Brooks Ritchey
since 15/09/2014
Fund objective
The Fund’s investment objective is to seek capital appreciation with lower volatility relative to the broad equity markets.
Benchmark
BofA Merrill Lynch US 3-Month Treasury Bill Index
Investment style
Multi Strategy
Investment method
Mixed

Performance snapshot

Sector
Fund
Sector
Fund
Sector
Fund

Quick stats

1 Year return

5.34 %

1 Year rank in sector

49/149

Sector

FO Hedge/Stru Prod - Mixed

Yield
-
Fund size

£ 1.5 b

FE Risk score

24

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund0.36 %2.22 %5.34 %11.85 %0 %
Sector0.67 %2.74 %3.34 %4.37 %9.15 %
Rank within sector106 / 15587 / 16949 / 14933 / 101 /
Quartile th3 rd3 rd2 nd2 nd th

Calendar performance

YTD-20172016201520142013
Fund4.45 %3.02 %-0.49 %0 %0 %
Sector3.29 %-0.53 %-0.64 %5.08 %1.38 %
Rank within sector59 / 16032 / 12652 / 103 / /
Quartile th2 nd2 nd3 rd th th

Risk statistics

Alpha2.64
Beta0.94
Sharpe-0
Volatility3.59
Tracking error3.09
Information ratio0.82
R-Squared0.26

Price movement

52 week high11.04
52 week low10.36
Current bid price0
Current offer price0
Current mid price11.04

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

  • 0.97% NXP SEMICONDUCTORS NV
  • 0.7% TIME WARNER INC
  • 0.51% SHERWIN-WILLIAMS CO
  • 0.5% BALL CORP
  • 0.5% BOOKER GROUP PLC