TM Fulcrum Diversified Core Absolute Return Fund C GBP AccRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 5.5 | 1.9 | 8.3 | 0.4 | 3.5 | |
+/-Cat | 4.7 | -0.7 | 6.0 | -3.5 | 1.9 | |
+/-B’mrk | -0.1 | 2.2 | 21.6 | -5.5 | 4.5 | |
Category: Macro Trading GBP | ||||||
Category Benchmark: Morningstar UK Cau Tgt Allo... |
Key Stats | ||
NAV 01/05/2024 | GBX 12516.00 | |
Day Change | -0.52% | |
Morningstar Category™ | Macro Trading GBP | |
IA (formerly IMA) Sector | Targeted Absolute Return | |
ISIN | GB00BRTNY847 | |
Fund Size (Mil) 01/05/2024 | GBP 717.71 | |
Share Class Size (Mil) 01/05/2024 | GBP 717.29 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 17/02/2023 | 0.95% |
Morningstar Research |
Analyst Report | 13/09/2023 Francesco Paganelli, Senior Analyst Morningstar, Inc |
Several initiatives by the management at Fulcrum have begun to bear fruit, lifting this macro strategy ahead of many of its peers in a demanding sector. The team behind Fulcrum Diversfied Absolute Return earns a People Pillar upgrade to Above... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
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People | 24 |
Parent | 23 |
Process | 23 |
Performance | |
Price |
Investment Objective: TM Fulcrum Diversified Core Absolute Return Fund C GBP Acc |
The investment objective of the Fund is to aim 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. In seeking to achieve its investment goal, the Fund will hold a diversified portfolio, typically consisting of equities, commodity related instruments, fixed income and cash either directly or indirectly through the use of derivatives. |
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Management | ||
Manager Name Start Date | ||
Suhail Shaikh 27/11/2014 | ||
Inception Date 27/11/2014 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
UK RPI + 3% | Morningstar UK Cau Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for TM Fulcrum Diversified Core Absolute Return Fund C GBP Acc | 29/02/2024 |
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