Fulcrum Diversified Liquid Alternatives

Overview

Fund Strategy Multi Asset
Fund Geography Global
Investment Advisor Fulcrum Asset Management LLP
Portfolio Manager Matthew Roberts
Fund Currency GBP
Fund AUM £23m
Fund AUM as of 26 July 2018
Fund Inception 01 May 2018
Fund Indices AH Multi Asset UCITS Index

Fund Objective

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.

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