Franklin K2 Athena Uncorrelated Strategies UCITS Fund Y USD AccRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | - | 25.4 | -3.0 | 6.9 | |
+/-Cat | - | - | 11.7 | -1.6 | 0.8 | |
+/-B’mrk | - | - | 27.4 | -6.9 | 5.4 | |
Category: Multistrategy USD | ||||||
Category Benchmark: Morningstar US Con Tgt Allo... |
Key Stats | ||
NAV 03/05/2024 | USD 11.75 | |
Day Change | -0.58% | |
Morningstar Category™ | Multistrategy USD | |
ISIN | LU2303826387 | |
Fund Size (Mil) 29/03/2024 | USD 76.87 | |
Share Class Size (Mil) 03/05/2024 | USD 33.65 | |
Max Initial Charge | - | |
Ongoing Charge 15/11/2022 | 0.08% |
Investment Objective: Franklin K2 Athena Uncorrelated Strategies UCITS Fund Y USD Acc |
The investment objective of the Fund is to seek to achieve long-term capital appreciation with lower volatility relative to the broader equity markets and substantially less correlation to traditional asset classes over a full market cycle. The Fund seeks to achieve its investment objective by pursuing various risk premia strategies, which for these purposes the Investment Manager considers to be systematic strategies that seek to profit from persistent behavioral and/or structural anomalies or other factors and which are developed by the Investment Manager and/or its affiliates or which are sourced from third-party broker-dealers. |
Returns | |||||||||||||
|
Management | ||
Manager Name Start Date | ||
Paul Fraynt 18/06/2021 | ||
Inception Date 18/06/2021 |
Advertisement |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Euribor 3 Month Yd USD | Morningstar US Con Tgt Alloc NR USD |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for Franklin K2 Athena Uncorrelated Strategies UCITS Fund Y USD Acc | 28/02/2023 |
| ||||||||||||||||||||||||||||||||||||||||||
| ||||||||||||||||||||||||||||||||||||||||||
| ||||||||||||||||||||||||||||||||||||||||||
|