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
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

Quick stats

1 Year return

5.28 %

1 Year rank in sector

36/150

Sector

FO Hedge/Stru Prod - Mixed

Yield
-
Fund size

£ 1.3 b

FE Risk score

25

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund0.64 %2.52 %5.37 %0 %0 %
Sector-0.23 %1.57 %1.57 %1.96 %7.69 %
Rank within sector22 / 16257 / 16636 / 150 / /
Quartile th1 st2 nd1 st th th

Calendar performance

YTD-20172016201520142013
Fund3.97 %3.02 %-0.49 %0 %0 %
Sector1.76 %-0.53 %-0.64 %5.08 %1.38 %
Rank within sector37 / 16333 / 13152 / 108 / /
Quartile th1 st2 nd2 nd th th

Price movement

52 week high10.99
52 week low10.36
Current bid price0
Current offer price0
Current mid price11

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

  • 0.91% REYNOLDS AMERICAN INC
  • 0.9% NXP SEMICONDUCTORS NV
  • 0.67% MOBILEYE NV
  • 0.63% TIME WARNER INC
  • 0.5% LEVEL 3 COMMUNICATIONS INC