Alma Platinum IV Systematic Alpha I1C-CRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | -12.7 | 3.7 | 30.2 | 10.0 | 3.7 | |
+/-Cat | - | - | - | - | - | |
+/-B’mrk | - | - | - | - | - | |
Category: Systematic Trend Other | ||||||
Category Benchmark: - |
Key Stats | ||
NAV 15/05/2024 | CHF 132.83 | |
Day Change | -0.72% | |
Morningstar Category™ | Systematic Trend Other | |
ISIN | LU0627756538 | |
Fund Size (Mil) 15/05/2024 | USD 116.38 | |
Share Class Size (Mil) 15/05/2024 | CHF 1.68 | |
Max Initial Charge | - | |
Ongoing Charge 15/02/2024 | 1.24% |
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 | |
---|---|
People | 23 |
Parent | 23 |
Process | 23 |
Performance | |
Price |
Investment Objective: Alma Platinum IV Systematic Alpha I1C-C |
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. |
Returns | |||||||||||||
|
Management | ||
Manager Name Start Date | ||
Simon Judes 15/06/2015 | ||
David Harding 15/06/2015 | ||
Inception Date 08/06/2011 |
Advertisement |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Not Benchmarked | - |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for Alma Platinum IV Systematic Alpha I1C-C | - |
| ||||||||||||||||||||||||||||||||||||||
| ||||||||||||||||||||||||||||||||||||||
| ||||||||||||||||||||||||||||||||||||||
|