Alma Platinum IV Systematic Alpha R1C-URegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | -19.8 | 7.2 | 33.2 | 3.1 | 14.3 | |
+/-Cat | -19.4 | 5.5 | 4.5 | 9.8 | 2.5 | |
+/-B’mrk | -30.5 | -6.2 | 37.9 | -7.1 | 10.3 | |
Category: Systematic Trend USD | ||||||
Category Benchmark: Morningstar US Mod Tgt Allo... |
Key Stats | ||
NAV 16/05/2024 | USD 16649.69 | |
Day Change | -0.09% | |
Morningstar Category™ | Systematic Trend USD | |
ISIN | LU0462954982 | |
Fund Size (Mil) 16/05/2024 | USD 116.18 | |
Share Class Size (Mil) 16/05/2024 | USD 12.22 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 15/02/2024 | 2.12% |
Morningstar Research |
Analyst Report | - , Morningstar, Inc |
After a dramatic 2020, Alma Platinum Systematic Alpha’s subadvisor Winton has found some stability, but outflows have continued, leaving this fund at a much-diminished size of USD 86 million at end-November 2021. Considering also our lack of... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 23 |
Parent | 23 |
Process | 23 |
Performance | |
Price |
Investment Objective: Alma Platinum IV Systematic Alpha R1C-U |
The investment objective of the Sub-Fund is to achieve long-term capital appreciation through compound growth by gaining exposure to global exchange-traded futures, forwards and options markets on commodities (including energies, base and precious metals and crops), equities and equity indices, bonds, short-term interest rates and currencies. |
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Management | ||
Manager Name Start Date | ||
Simon Judes 15/06/2015 | ||
David Harding 15/06/2015 | ||
Inception Date 14/07/2010 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Not Benchmarked | Morningstar US Mod Tgt Alloc NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Alma Platinum IV Systematic Alpha R1C-U | - |
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