K2/D&S Management Co., LLC, the investment manager of Franklin K2 Alternative Strategies Fund, has entered into new sub-advisory agreements with BlueBay Asset Management, LLP, Brigade Capital Management, LP, RV Capital Management Private LTD and One River Asset Management, LLC. Please refer to the Information Statement for more information.
Franklin K2 Alternative Strategies Fund has entered into new sub-advisory agreement with Electron Capital Partners, LLC. Please refer to the Information Statement for more information.
Franklin K2 Alternative Strategies Fund has entered into new sub-advisory agreements with Apollo Credit Management, LLC; Ellington Global Asset Management, L.L.C.; and Elementum Advisors, LLC. Please refer to the Information Statement for more information.
Beginning on 10/19/18, Class C shares held for 10 years or more will automatically convert to Class A shares. Thereafter, Class C shares held for 10 years or more will automatically convert to Class A shares on a monthly basis. This conversion allows shareholders to take advantage of the lower expenses offered by Class A shares. Please see the prospectus supplement for more information. If you have any questions, please contact your financial professional or call Franklin Templeton.
Effective 9/10/18, certain sales charges and commissions paid to dealers on Class A and A1 shares of our mutual funds changed. Please see the prospectus supplement for more information. If you have additional questions, please contact your financial professional or call Franklin Templeton.
The fund’s principal investment goal is capital appreciation with lower volatility relative to the broad equity markets. The fund seeks to achieve its investment goal by allocating its assets across multiple alternative strategies.
Investment Philosophy
Our investment philosophy is to work to grow capital by seeking to produce attractive risk-adjusted returns with lower correlation to traditional asset classes and reduced volatility. We believe that comprehensive risk management, rigorous manager research and active strategy allocation are key to a successful multi-strategy, multi-manager alternatives fund.
Investment Process
K2 Advisors (K2) combines manager research with strategy allocation analysis to contruct a dynamic multi-manager, multi-strategy fund that seeks to reduce downside risk while providing capital appreciation potential from a complementary alternative source of returns.
An Integrated Solution to Access Multiple Alternative Strategies
We do not publish a style box for this fund.
Performance data represents past performance, which does not guarantee future results. Current performance may differ from figures shown. Investment return and principal value will fluctuate with market conditions, and you may have a gain or loss when you sell your shares.