Alma Platinum IV Systematic Alpha I1C-ERegister to Unlock Ratings |
Performance History | 30/06/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | -12.6 | -0.5 | 24.2 | 5.6 | 6.3 |
![]() | +/-Cat | -18.2 | 3.3 | 10.9 | 10.4 | 3.8 |
![]() | +/-B’mrk | -22.7 | -5.1 | 31.5 | -2.8 | 2.4 |
Category: Systematic Trend EUR | ||||||
Category Benchmark: Morningstar EU Mod Gbl Tgt ... |
Key Stats | ||
NAV 25/07/2024 | EUR 156.45 | |
Day Change | -0.14% | |
Morningstar Category™ | Systematic Trend EUR | |
ISIN | LU0462954396 | |
Fund Size (Mil) 25/07/2024 | USD 111.15 | |
Share Class Size (Mil) 25/07/2024 | EUR 27.93 | |
Max Initial Charge | - | |
Ongoing Charge 15/02/2024 | 1.24% |
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 I1C-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 30/06/2010 |
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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 I1C-E | - |
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