Fulcrum Risk Premia

Investment Objective

The Fulcrum Risk Premia Fund packages together Fulcrum's multi-asset, alternative beta expertise in trendfollowing, carry, volatility risk premium, and value, investing across commodities, equities, currencies, and fixed income. The Fund seeks to deliver a diversified, alternative return stream that has a low correlation to traditional asset classes, provided in a liquid, transparent, flat fee vehicle.

Reference Index

HFRX Global

Performance

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2019 0.4 0.9 0.9 0.6 0.9 0.5 0.6 0.6 0.9 0.0 0.3 0.7 0.9
2018 1.0 0.6 0.4 0.3 0.4 0.6 0.9 0.5 0.6 0.6 1.0 0.7 0.9

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Close 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.