TM Fulcrum Diversified Core Absolute Return

Overview

Fund Strategy Macro
Fund Geography Global
Investment Advisor Fulcrum Asset Management LLP
Portfolio Manager Suhail Shaikh
Fund Currency GBP
Fund AUM £491.7m
Fund AUM as of 17 December 2018
Fund Inception 28 November 2014
Fund Indices AH Macro UCITS Index
Sub Index - RV Macro

Fund Objective

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.

Teaser@2x

Register for free to access the full profile

Register (free)