TM Fulcrum Diversified Liquid Alternatives Fund

Investment Objective

The TM Fulcrum Diversified Liquid Alternatives Fund (DLA) is an unconstrained, liquid portfolio investing across Real Assets, Alternative Credit and Diversifiers. 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
2023 0.8 0.2 0.2 0.9 0.2 0.9 0.9 0.1 0.8 0.2 0.5 0.4 0.9
2022 0.1 0.9 0.5 0.1 0.6 0.9 0.3 0.1 0.4 0.8 0.2 0.2 0.9

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Current Site Absolute Hedge is a market leading UCITS research database providing proprietary research on funds, themes and strategies in the UCITS space. Kepler Trust Intelligence is produced by the investment companies team at Kepler Partners and is the UK’s premier source of detailed qualitative research on investment trusts. Kepler Liquid Strategies is a Dublin domiciled UCITS fund platform featuring a number of best-of-breed fund managers. Kepler Partners is a corporate advisory and asset raising boutique specialising in the regulated funds market in Europe and investment trusts in the UK.