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Franklin K2 Alternative Strategies I (acc) GBP-H1

Ranked 6 out of 26 in - Multi Strategy over 36 months
All calculations are in GBP 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 United Kingdom View performance globally

Performance

Multi Strategy over : 28/02/2016 - 28/02/2019
  • Rank 6/26 Total Return
  • Rank 4/26 Standard Deviation
  • Rank 5/26 Max Drawdown
Fund Name Currency Return
4 Insight Global Absolute Return Inst W Acc GBP

11.7%

5 Goldman Sachs Abs Return Tracker Pf I Acc GBP-H

Currency exposure is hedged

Currency exposure is hedged

GBP

11.4%

6 Franklin K2 Alternative Strategies I (acc) GBP-H1

Currency exposure is hedged

Currency exposure is hedged

GBP

11.2%

7 Artemis Strategic Assets R Acc GBP

10.4%

8 NN (L) Alternative Beta I Cap GBP Hdgi

Currency exposure is hedged

Currency exposure is hedged

GBP

10.0%

Fund Name Currency Risk
2 JPM Systematic Alpha A Acc GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

3.1

3 GAM Systematic Alternative Risk Premia GBP Ins Acc GBP

3.1

4 Franklin K2 Alternative Strategies I (acc) GBP-H1

Currency exposure is hedged

Currency exposure is hedged

GBP

3.3

5 Blackstone Diversified Multi-Strategy I (GBP) Inc

Currency exposure is hedged

Currency exposure is hedged

GBP

3.4

6 Invesco Global Targeted Returns (UK) Acc GBP

3.5

Fund Name Currency Loss
3 Blackstone Diversified Multi-Strategy I (GBP) Inc

Currency exposure is hedged

Currency exposure is hedged

GBP

-4.0%

4 GAM Systematic Alternative Risk Premia GBP Ins Acc GBP

-4.0%

5 Franklin K2 Alternative Strategies I (acc) GBP-H1

Currency exposure is hedged

Currency exposure is hedged

GBP

-5.0%

6 TM Fulcrum Diversified Absolute Return C GBP Acc GBP

-5.6%

7 Insight Global Absolute Return Inst W Acc GBP

-6.3%

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 -3.7% -0.6% 0.9% 1.0% -4.9%
2017 4.8% 2.1% 0.8% 0.5% 1.3%
2016 4.0% -1.1% 1.9% 2.6% 0.6%
2015 0.7% 3.1% -0.8% -1.8% 0.2%
2014 4.0%

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. Finland
  8. France
  9. Germany
  10. Gibraltar
  11. Greece
  12. Hungary
  13. Ireland
  14. Italy
  15. Jersey
  16. Latvia
  17. Lithuania
  18. Luxembourg
  19. Malta
  20. Netherlands
  21. Norway
  22. Poland
  23. Portugal
  24. Singapore
  25. Slovakia
  26. Spain
  27. Sweden
  28. Switzerland
  29. United Arab Emirates
  30. United Kingdom

Fund Info

  • Launch date15/09/2014
  • Share Class size10Mn
  • Base currencyUSD
  • ISIN LU1093757059
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment5Mn
  • Min. regular additional investment0

Charges

  • Annual management1.75%
  • Initial investment0.00%

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