Alma Platinum IV Systematic Alpha R6C-ERegister to Unlock Ratings |
Performance History | 30/06/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | -12.8 | -0.6 | 24.1 | 5.5 | 6.2 |
![]() | +/-Cat | -18.4 | 3.2 | 10.8 | 10.2 | 3.8 |
![]() | +/-B’mrk | -22.9 | -5.2 | 31.4 | -2.9 | 2.4 |
Category: Systematic Trend EUR | ||||||
Category Benchmark: Morningstar EU Mod Gbl Tgt ... |
Key Stats | ||
NAV 25/07/2024 | EUR 12423.04 | |
Day Change | -0.14% | |
Morningstar Category™ | Systematic Trend EUR | |
ISIN | LU1125015922 | |
Fund Size (Mil) 25/07/2024 | USD 111.15 | |
Share Class Size (Mil) 25/07/2024 | EUR 0.15 | |
Max Initial Charge | - | |
Ongoing Charge 15/02/2024 | 1.38% |
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 R6C-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 R6C-E | - |
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