Quick Stats

Bid Price - Offer Price -
Mid Price GBX 10,213.00 Day Change GBX +32.00 (0.31%)
Price Date 20 Oct 2017 Crown Rating
Shares Class Inc. Yield 0.00 %
Total Expense Ratio 0.99 Fund Size 598,793,800.00
Launch Date 27/11/2014 Standard Initial Charge (%) 5.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 0.80 Sector IMA UK Equity Income
Min Investment (£) 0.00 Total Expense Ratio (%) 0.99
ISIN GB00BRTNY847 Min TopUp (£) 0.00

Fund Objective

TM Fulcrum Diversified Core 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 Fund’s 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