Alma Platinum IV Systematic Alpha R0C-U

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Performance History31/03/2024
Growth of 1,000 (GBP) Advanced Graph
Alma Platinum IV Systematic Alpha R0C-U
Fund-19.18.033.53.710.9
+/-Cat-18.86.34.710.41.6
+/-B’mrk-29.9-5.438.1-6.44.6
 
Key Stats
NAV
11/04/2024
 USD 14440.98
Day Change 0.91%
Morningstar Category™ Systematic Trend USD
ISIN LU0871988985
Fund Size (Mil)
11/04/2024
 USD 118.98
Share Class Size (Mil)
11/04/2024
 USD 4.63
Max Initial Charge -
Ongoing Charge
15/02/2024
  1.37%
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
People23
Parent23
Process23
Performance
Price
Investment Objective: Alma Platinum IV Systematic Alpha 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 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
Trailing Returns (GBP)11/04/2024
YTD14.26
3 Years Annualised18.05
5 Years Annualised6.90
10 Years Annualised-
12 Month Yield 0.00
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 BenchmarkMorningstar Benchmark
Not BenchmarkedMorningstar US Mod Tgt Alloc NR USD
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNot Specific
GrowthYes
IncomeNot Specific
HedgingNot Specific
OtherNot Specific
Portfolio Profile for  Alma Platinum IV Systematic Alpha R0C-U-
Morningstar Style Box®
Equity Style
Morningstar Style Box®
Fixed Income Style
Asset Allocation
  % Long% Short% Net Assets
Fixed Income
Effective Maturity-
Effective Duration-
Top 5 Regions%
No Data Available
Top 5 Sectors%
No Data Available
Top 5 HoldingsSector%
No Data Available
Alma Platinum IV Systematic Alpha R0C-U

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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)
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