Fact sheet: Franklin K2 Alt Strat

Fund information

Fund name
Franklin K2 Alternative Strategies Z 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

5.71 %

1 Year rank in sector

61/156

Sector

FO Hedge/Stru Prod - Mixed

Yield
-
Fund size

£ 1.7 b

FE Risk score

24

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund0.89 %2.17 %5.71 %10.25 %0 %
Sector0.57 %2.26 %4.47 %3.31 %9.79 %
Rank within sector52 / 15275 / 17061 / 15628 / 97 /
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Calendar performance

YTD-20172016201520142013
Fund5.61 %3.49 %0 %0 %0 %
Sector4.16 %-0.53 %-0.64 %5.08 %1.38 %
Rank within sector58 / 15834 / 12545 / 98 / /
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Risk statistics

Alpha2.06
Beta0.9
Sharpe-0
Volatility3.37
Tracking error2.9
Information ratio0.66
R-Squared0.26

Price movement

52 week high11.29
52 week low10.67
Current bid price0
Current offer price0
Current mid price11.27

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

  • 0.98% NXP SEMICONDUCTORS NV
  • 0.65% TIME WARNER INC
  • 0.61% MONSANTO CO
  • 0.57% BOOKER GROUP PLC
  • 0.54% SHERWIN-WILLIAMS CO