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Kinetics Multi-Disciplinary Income Fund;Inst

Ranked 109 out of 144 in Flexible Portfolio Funds over 36 months

All calculations are in USD unless stated

The Fund seeks total return consistent with capital preservation. The Fund seeks to provide investors with consistent, attractive, risk-adjusted rates of return by investing all of its investable assets in the Multi-Disciplinary Portfolio.

sector performance

Flexible Portfolio Funds
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Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -0.7% 0.9% 1.7%
2017 4.9% 1.7% 1.9% 1.3% 0.0%
2016 10.6% 2.3% 3.5% 4.2% 0.3%
2015 -2.0% 1.7% 0.0% -3.8% 0.2%
2014 2.6% 1.6% 3.3% -2.7% 0.5%
2013 4.6% 4.1% -3.2% 3.1% 0.7%
2012 15.6% 10.6% -3.6% 4.8% 3.5%
2011 0.4% 5.5% 1.0% -12.3% 7.4%
2010 13.2% 3.5% -3.1% 7.8% 4.7%
2009 23.3% -0.6% 10.4% 6.6% 5.3%
2008 -2.9% -4.8% -11.0%

Returns Vs Risk

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

Registered For Sale In

  1. United States

Fund Info

  • Launch date11/02/2008
  • Share Class size22Mn
  • Base currencyUSD
  • ISINUS4946136490

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.89%