Alma Platinum IV Systematic Alpha I5C-ERegister to Unlock Ratings |
Performance History | 31/07/2021 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 10.3 | -2.0 | -4.5 | -13.1 | 2.4 | |
+/-Cat | 6.9 | 3.9 | -7.1 | -18.6 | - | |
+/-B’mrk | - | - | - | -23.2 | - | |
Category: Systematic Trend EUR | ||||||
Category Benchmark: Morningstar EU Mod Gbl Tgt ... |
Key Stats | ||
NAV 12/08/2021 | EUR 93.20 | |
Day Change | 0.23% | |
Morningstar Category™ | Systematic Trend EUR | |
ISIN | LU1125015500 | |
Fund Size (Mil) 15/05/2024 | USD 116.38 | |
Share Class Size (Mil) 12/08/2021 | EUR 0.05 | |
Max Initial Charge | - | |
Ongoing Charge 01/02/2021 | 0.99% |
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: Alma Platinum IV Systematic Alpha I5C-E |
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 | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Simon Judes 15/06/2015 | ||
David Harding 15/06/2015 | ||
Inception Date 31/10/2014 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Not Benchmarked | Morningstar EU Mod Gbl Tgt Alloc NR EUR |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Alma Platinum IV Systematic Alpha I5C-E | - |
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