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

5.07 %

1 Year rank in sector

52/151

Sector

FO Hedge/Stru Prod - Mixed

Yield
-
Fund size

£ 1.5 b

FE Risk score

25

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund0.64 %1.67 %5.07 %9.57 %0 %
Sector0.83 %1.57 %2.91 %2.6 %8.05 %
Rank within sector89 / 15374 / 16752 / 15133 / 102 /
Quartile th3 rd2 nd2 nd2 nd th

Calendar performance

YTD-20172016201520142013
Fund3.97 %3.02 %-0.49 %0 %0 %
Sector2.64 %-0.53 %-0.64 %5.08 %1.38 %
Rank within sector54 / 16134 / 13054 / 106 / /
Quartile th2 nd2 nd3 rd th th

Price movement

52 week high11.02
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

  • 0.89% NXP SEMICONDUCTORS NV
  • 0.63% TIME WARNER INC
  • 0.49% LEVEL 3 COMMUNICATIONS INC
  • 0.48% DIGITALGLOBE INC
  • 0.46% BALL CORP