Franklin K2 Alternatives Fund

Investment Objective and Strategy

The Fund seeks capital appreciation with lower volatility relative to the broad equity markets by using a multi-strategy approach consisting of three alternative investment strategies.  The Fund uses a number of techniques to preserve capital and mitigate risk, including selling short equity securities, and using derivatives for hedging purposes and to gain exposure to additional investments.

One-Stop Diversification. Exposure to three distinct K2-managed alternatives' strategies with low correlations to traditional equity, fixed income investments and each other.

Active, Expert Management. Franklin K2 Alternatives Fund is sub-advised by Franklin K2 Advisors, a global team with 24 years' experience in alternative investing.

Accessible, Attractively Priced. A low-fee alternative mutual fund that combines the familiarity and ease-of-use of a mutual fund.


Brooks Ritchey

  • Connecticut, United States
  • Years with firm: 15
  • Years of experience: 37

Gordon R Nicholson

  • Connecticut, United States
  • Years with firm: 3
  • Years of experience: 25

Robert Christian

  • Connecticut, United States
  • Years with firm: 10
  • Years of experience: 31