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Kinetics Alternative Income Fund;Institutional

Ranked 39 out of 54 in - Global Short Term over 12 months
All calculations are in USD unless stated

Objective

The Fund seeks income. The Fund utilizes a two-part investment strategy. The Fund will invest primarily in a diversified portfolio of short-term, investment grade bonds. The second part of the strategy is an option writing strategy that collects option premiums by selling out-of-the-money equity put options.

Performance

Global Short Term over : 31/05/2017 - 31/05/2018
  • Rank 39/54 Total Return
  • Rank 16/54 Standard Deviation
  • Rank 13/54 Max Drawdown
Fund Name Currency Loss
11 SEI Global Short Term Bond GBP D

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.7%

12 Luxicav Plus Short Term A Cap USD

-0.8%

13 Kinetics Alternative Income Fund;Institutional USD

-1.1%

14 SA Global Fixed Income Fund USD

-1.1%

15 PBP Bonos Flotantes A, FI

Currency exposure is hedged

Currency exposure is hedged

EUR

-1.1%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -1.0%
2017 2.5% 0.8% 0.6% 0.7% 0.4%
2016 4.2% 0.7% 1.3% 1.2% 1.0%
2015 3.1% 1.5% 1.2% -2.0% 2.5%
2014 1.7% 1.1% 1.7% -0.2% -0.8%
2013 5.4% 2.1% -0.4% 1.9% 1.7%
2012 10.2% 7.3% -1.1% 3.5% 0.3%
2011 -4.4% 4.3% -1.3% -14.1% 8.0%
2010 -4.4% -0.5% -13.9% 7.9% 3.4%
2009 16.9% -9.6% 18.0% 6.3% 3.2%
2008 -25.1% -3.2% 1.1% -12.7% -12.3%
2007 1.8% 1.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date29/06/2007
  • Share Class size14Mn
  • Base currencyUSD
  • ISIN US4946136805

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.07%

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