Winton Alma Diversified Macro Fund R0C-URegister to Unlock Ratings |
Performance History | 31/01/2025 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 8.0 | 33.5 | 3.7 | 8.7 | 1.2 |
![]() | +/-Cat | 6.3 | 4.7 | 10.4 | 3.1 | -0.2 |
![]() | +/-B’mrk | -5.4 | 38.1 | -6.4 | -6.2 | -1.9 |
Category: Systematic Trend USD | ||||||
Category Benchmark: Morningstar US Mod Tgt Allo... |
Key Stats | ||
NAV 05/02/2025 | USD 13618.97 | |
Day Change | -0.88% | |
Morningstar Category™ | Systematic Trend USD | |
ISIN | LU0871988985 | |
Fund Size (Mil) 05/02/2025 | USD 107.92 | |
Share Class Size (Mil) 05/02/2025 | USD 3.47 | |
Max Initial Charge | - | |
Ongoing Charge 16/12/2024 | 1.42% |
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: Winton Alma Diversified Macro Fund R0C-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 swaps (including credit default swaps), markets on commodities (including energies, base and precious metals and crops), equities and equity indices, bonds, interest rates and currencies, |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Simon Judes 15/06/2015 | ||
David Harding 15/06/2015 | ||
Inception Date 10/06/2015 |
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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 Winton Alma Diversified Macro Fund R0C-U | - |
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