Alma Platinum IV Systematic Alpha R0C-U

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Growth Of 1000 (GBP) 30/04/2024
Fund:  Alma Platinum IV Systematic Alpha R0C-U
Category:  Systematic Trend USD
Category Index:  Morningstar US Mod Tgt Alloc NR USD
Growth of 1,000 GBP
Annual Returns (GBP)30/04/2024
 201720182019202020212022202330/04
Price Return-1.695.80-0.20-19.148.0033.453.7214.52
+/- Category-0.519.07-6.41-18.786.284.7510.422.76
+/- Category Index----29.88-5.4138.11-6.4410.49
% Rank in Category68560981031730
Trailing Returns (GBP)23/05/2024
   Total Returns   +/- Category   +/- Category Index
1 Day0.26   0.480.13
1 Week0.52   0.171.08
1 Month-3.03   -0.63-3.70
3 Months3.12   1.210.76
6 Months7.54   2.72-2.42
YTD10.74   4.154.88
1 Year13.65   8.56-0.43
3 Years Annualised16.98   6.669.66
5 Years Annualised5.06   -0.85-3.04
10 Years Annualised-   --
 
Quarterly Returns (GBP)30/04/2024
 Quarter 1Quarter 2Quarter 3Quarter 4
202410.91---
2023-3.255.367.73-5.54
202216.5712.0412.59-9.25
20212.853.064.99-2.96
2020-2.14-7.10-9.00-2.26
2019-1.242.748.33-9.21
 
 
 
Standardised Performance
Yr toYr toYr toYr toYr to
31 Mar 2031 Mar 2131 Mar 2231 Mar 2331 Mar 24
-1.11-15.0222.4110.7518.92
 
 
 
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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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