Quick Stats

Bid Price - Offer Price -
Mid Price AUX 13,063.00 Day Change AUX +-29.00 (0.11%)
Price Date 19 Oct 2017 Crown Rating 2
Shares Class Inc. Yield 0.00 %
Total Expense Ratio 0.00 Fund Size 998,046,400.00
Launch Date 26/03/2012 Standard Initial Charge (%) 5.00
Currency AUX ISA Eligible No
Annual Management Charge (%) 0.80 Sector IMA UK Equity Income
Min Investment (£) 5,000,000.00 Total Expense Ratio (%) 0.00
ISIN GB00B87V2613 Min TopUp (£) 0.00

Fund Objective

TM Fulcrum Diversified Absolute Return Fund aims to achieve long-term absolute returns of inflation + 3% to 5% p.a. 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 over rolling five year periods, or any time period.

Fund Managers

TUTMAN LLP