Alma Platinum IV Systematic Alpha R5C-E

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Performance History30/09/2019
Growth of 1,000 (GBP) Advanced Graph
Alma Platinum IV Systematic Alpha R5C-E
Fund----2.1
+/-Cat-----
+/-B’mrk-----
 
Key Stats
NAV
24/09/2019
 EUR 9941.55
Day Change -0.22%
Morningstar Category™ Systematic Trend EUR
ISIN LU1306442366
Fund Size (Mil)
20/06/2024
 USD 113.81
Share Class Size (Mil)
24/09/2019
 EUR 0.02
Max Initial Charge 5.00%
Ongoing Charge
01/07/2019
  1.90%
Morningstar Research
Analyst Report-
,
Morningstar, Inc

Alma Platinum IV Systematic Alpha’s subadvisor Winton has seen challenges piling on in 2020 with disastrous performance (including at this fund), the loss of a co-CIO, a large drop in assets under management, and continued redundancies. In 2020,...

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 R5C-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
Trailing Returns (GBP)24/09/2019
YTD1.71
3 Years Annualised-
5 Years Annualised-
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
04/11/2015
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
Not BenchmarkedMorningstar EU Mod Gbl Tgt Alloc NR EUR
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 R5C-E-
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 R5C-E
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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