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Franklin K2 Long Short Credit W (acc) GBP-H1

Ranked 5 out of 39 in - Multi Strategy over 12 months
All calculations are in GBP unless stated

Managed by

Charmaine Chin

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.

Jeff Schmidt

Objective

The Funds investment objective is to achieve total return over a full market cycle through a combination of current income, capital preservation and capital appreciation. The Fund seeks to achieve its investment objective by allocating its net assets across multiple non-traditional or alternative strategies, including but not limited to, some or all of the following fixed income and credit strategies: Credit Long Short, Structured Credit and diversified Emerging Market Fixed Income.

Showing fund performance in United Kingdom View performance globally

Performance

Multi Strategy over : 30/11/2017 - 30/11/2018
  • Rank 5/39 Total Return
  • Rank 1/39 Standard Deviation
  • Rank 1/39 Max Drawdown
Fund Name Currency Return
3 Sanlam FOUR Multi-Strategy Founder GBP GBP

1.4%

4 Deutsche Concept Kaldemorgen GBP CH RD

Currency exposure is hedged

Currency exposure is hedged

GBP

1.3%

5 Franklin K2 Long Short Credit W (acc) GBP-H1

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.6%

6 Nordea 1 - Alpha 10 MA HAC GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.8%

7 JPM Global Macro Opportunities C Dis GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.0%

Fund Name Currency Risk
1 Franklin K2 Long Short Credit W (acc) GBP-H1

Currency exposure is hedged

Currency exposure is hedged

GBP

1.2

2 JPM Systematic Alpha A Acc GBP Hgd

Currency exposure is hedged

Currency exposure is hedged

GBP

1.7

3 Legg Mason EnTrustPermal Alt Inc Strat R HGBP D+Q

Currency exposure is hedged

Currency exposure is hedged

GBP

2.6

4 JPMorgan Fds Diversified Risk Fund X GBP Hgd Cap

Currency exposure is hedged

Currency exposure is hedged

GBP

3.1

5 Invesco Global Targeted Returns (UK) Acc GBP

3.2

Fund Name Currency Loss
1 Franklin K2 Long Short Credit W (acc) GBP-H1

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.0%

2 Sanlam FOUR Multi-Strategy Founder GBP GBP

-2.3%

3 Blackstone Diversified Multi-Strategy I (GBP) Inc

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.6%

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

Currency exposure is hedged

Currency exposure is hedged

GBP

-3.0%

5 Nordea 1 - Alpha 10 MA HAC GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-3.2%

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -0.2% 0.3% 0.5%
2017 2.2% 0.7% 0.5% 0.8% 0.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Cyprus
  2. Czech Republic
  3. Denmark
  4. Finland
  5. France
  6. Germany
  7. Gibraltar
  8. Greece
  9. Hungary
  10. Ireland
  11. Jersey
  12. Latvia
  13. Lithuania
  14. Luxembourg
  15. Netherlands
  16. Poland
  17. Singapore
  18. Slovakia
  19. Spain
  20. Sweden
  21. Switzerland
  22. United Kingdom

Fund Info

  • Launch date02/12/2016
  • Share Class size00Mn
  • Base currencyUSD
  • ISIN LU1446805456
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment500,000
  • 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).