Fulcrum Alternative Beta Plus Daily

Overview

Fund Strategy Multi Strategy
Fund Geography Global
Investment Advisor Fulcrum Asset Management LLP
Portfolio Manager Fulcrum Investment Committee
Fund Currency USD
Fund AUM $89m
Fund AUM (GBP) £64m
Fund AUM as of 30 November 2017
Fund Inception 01 March 2009
Fund Indices AH Multi Strategy UCITS Index
Sub Index - Systematic Macro

Fund Objective

The investment objective of the Fund is to outperform the overall hedge fund universe on a risk adjusted basis while only investing in highly liquid assets. The Fund targets annual returns of 8-12%, with a volatility of 6-8% and a low long term correlation with traditional asset classes, such as equities and bonds. All major currency, equity, commodity and fixed income markets are traded, using a combination of futures, forwards, swaps and options.

Reference Index

HFRX Global

Teaser@2x

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