Fulcrum Diversified Liquid Alternatives

Investment 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.

Performance

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2020 0.6 0.6 0.3 0.7 0.5 0.6 0.2 0.2 0.9 0.3 0.1 0.9 0.6
2019 0.0 0.4 0.3 0.3 0.6 0.8 0.7 0.3 0.6 0.8 0.2 0.7 0.1

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