Franklin K2 Cat Bond UCITS Fund Y USD AccRegister to Unlock Ratings |
Performance History | 31/03/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | - | 11.5 | 7.9 | 4.8 | |
+/-Cat | - | - | - | - | - | |
+/-B’mrk | - | - | - | - | - | |
Category: Other Bond | ||||||
Category Benchmark: - |
Key Stats | ||
NAV 30/04/2024 | USD 12.13 | |
Day Change | 0.22% | |
Morningstar Category™ | Other Bond | |
ISIN | LU2303827351 | |
Fund Size (Mil) 29/03/2024 | USD 132.94 | |
Share Class Size (Mil) 30/04/2024 | USD 63.39 | |
Max Initial Charge | - | |
Ongoing Charge 16/08/2022 | 0.11% |
Investment Objective: Franklin K2 Cat Bond UCITS Fund Y USD Acc |
The Fund’s investment objective is to seek to generate attractive risk-adjusted returns over time with limited correlation to other asset classes through investment in a portfolio of natural catastrophe bonds. The Investment Manager seeks to achieve the Fund’s investment objective through a systematic, proprietary rules-based process. Return is sought from a managed composition of the portfolio based on a set of rules that narrows the universe of catastrophe bonds through a screening and scoring process. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Michael Rich 24/09/2021 | ||
Inception Date 18/06/2021 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
ICE LIBOR 3 Month USD | - |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Franklin K2 Cat Bond UCITS Fund Y USD Acc | 30/09/2023 |
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