TM Fulcrum Diversified Absolute Ret

Quick Stats

Bid Price - Offer Price -
Mid Price USX 10,154.00 Day Change USX -9.00 (-0.14%)
Price Date 6 Dec 2016 Crown Rating 2
Shares Class Inc. Yield 0.00 %
Total Expense Ratio 0.00 Fund Size 735,000,000.00
Launch Date 26/03/2012 Standard Initial Charge (%) 5.00
Currency USX ISA Eligible No
Annual Management Charge (%) 1.00 Sector IMA UK Equity Income
Min Investment (£) 500,000.00 Total Expense Ratio (%) 0.00
ISIN GB00B7N2V205 Min TopUp (£) 10,000.00

Fund Objective

TM Fulcrum Diversified 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 investors’ capital is, in fact at risk, and there is no guarantee that these returns will be achieved, whether overrolling five year periods, or any time period.

Fund Managers

Fulcrum Asset Management LLP