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Franklin K2 Glo Macro Opportunities A (Ydis) EUR

Ranked 5 out of 43 in - Global Macro over 12 months
All calculations are in EUR unless stated

Managed by

Robert Christian

Robert Christian is a senior managing director and Head of Investment Research at K2 Advisors. Christian started working at Chase Manhattan Futures Corporation. In 1995, he founded Modoc Capital focusing on short-term futures trading. From 1998 to 2003 Mr. Christian worked at Graham Capital Management LP. From 2003 to 2005 he was the Head of Macro Strategies at Julius Baer Investment Management . From September 2005 to March 2010 he worked at FRM Americas LLC. Mr. Christian holds a B.A.S. from Stanford University and an M.B.A from New York University.

Brooks Ritchey

Brooks Ritchey is a senior managing director and head of portfolio construction for K2 Advisors. He is also a senior vice president and director of investment solutions for the Franklin Templeton Solutions division. In this capacity he co-chairs the FT Solutions Global Investment Committee (GIC) and heads up the Portfolio Review & Investment Solution Management (PRISM) group. Ritchey began his investment career as a proprietary trader for the NYSE Specialist Firm of Conklin, Cahill &Co. Since 1987, Ritchey has managed multi-asset mutual fund and hedge fund portfolios while located in New York and Paris, France during his employment with organizations including Steinhardt Partners, Citibank, Finch Asset Management, Paribas, AIG, and ING. Ritchey joined K2 Advisors in 2005. Ritchey graduated from Franklin & Marshall College in 1982.

Anthony M Zanolla

Anthony Zanolla is currently a fund manager at K2 Advisors. Mr. Zanolla began his investment career in 1994 at Bankers Trust where he worked on the Business Risk team. He joined Citibank in 1996 as a portfolio manager. In 2000 he was recruited to join Scudder Kemper Investments as a Vice President. In 2001 Mr. Zanolla left Scudder to join former Citigroup colleagues as a Founding Partner and Equity Analyst at Norquest Capital. He joined Allianz Hedge Fund Partners in 2002. Mr. Zanolla left Allianz in October 2005 to join Northern Trust as co portfolio manager of the Hedge Fund group. He is a CFA charterholder.


The Funds investment goal is to achieve total return over a full market cycle through capital appreciation. The Fund seeks to achieve its investment objective by allocating its net assets across global macro oriented alternative strategies. The Fund intends to primarily invest in financial derivative instruments, that provide the Fund with broad exposure, either long or (on a synthetic basis) short, to various transferable securities and asset classes, including equities, fixed income, interest rates, currencies and commodities as well as directly in certain fixed incomes and equity securities.

Showing fund performance in Hong Kong View performance globally


Global Macro over : 30/11/2017 - 30/11/2018
  • Rank 5/43 Total Return
  • Rank 16/43 Standard Deviation
  • Rank 16/43 Max Drawdown
Fund Name Currency Risk
14 La Francaise Allocation I EUR


15 Sirius GS5 I EUR


16 Franklin K2 Glo Macro Opportunities A (Ydis) EUR EUR


17 H2O Adagio R C EUR


18 William Blair SICAV Dynamic Div Alloc I H EUR

Currency exposure is hedged

Currency exposure is hedged



Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -4.5% 4.4% 0.7%
2017 -14.4% -3.7% -7.8% -3.3% -0.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Cyprus
  4. Czech Republic
  5. Denmark
  6. Estonia
  7. Finland
  8. France
  9. Germany
  10. Gibraltar
  11. Greece
  12. Hungary
  13. Ireland
  14. Italy
  15. Jersey
  16. Latvia
  17. Liechtenstein
  18. Lithuania
  19. Luxembourg
  20. Netherlands
  21. Poland
  22. Portugal
  23. Singapore
  24. Slovakia
  25. Spain
  26. Sweden
  27. Switzerland
  28. United Kingdom

Fund Info

  • Launch date04/11/2016
  • Share Class size01Mn
  • Base currencyUSD
  • ISIN LU1446802867

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0


  • Annual management2.05%
  • Initial investment2.05%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).