TM Fulcrum Diversified Core Absolute Return
|Investment Advisor||Fulcrum Asset Management LLP|
|Portfolio Manager||Suhail Shaikh|
|Fund AUM as of||12 October 2018|
|Fund Inception||28 November 2014|
AH Macro UCITS Index
Sub Index - RV Macro
TM Fulcrum Diversified Core Absolute Return Fund aims to achieve long-term absolute returns of inflation + 3% to 5% in all market conditions over rolling five year annualised periods, with lower volatility than equity markets. In doing so the Fund aims to achieve a positive return on a rolling three year basis. However, a positive return is not guaranteed and a capital loss may occur. Investors should be aware that the Fund’s capital is in fact at risk and there is no guarantee that these returns will be achieved, whether over rolling five year periods, or any time period.