Fulcrum Diversified Liquid Alternatives
|Fund Strategy||Multi Asset|
|Investment Advisor||Fulcrum Asset Management LLP|
|Portfolio Manager||Matthew Roberts|
|Fund AUM as of||17 September 2019|
|Fund Inception||01 May 2018|
|Fund Indices||AH Multi Asset UCITS Index|
The investment objective of the Sub-fund is to achieve long-term returns of the Bank of England Base Rate +4%, net of fees, over rolling five year annualised periods. The Sub-fund will be managed without reference to a benchmark, however, the Sub-fund targets a lower volatility than equity markets, meaning the MSCI World Hedged. A positive return is not guaranteed and capital is in fact at risk.