TM Fulcrum Diversified Core Absolute Return Fund C Acc EURRegister to Unlock Ratings |
Performance History | 31/05/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 10.9 | -5.1 | 12.7 | -3.4 | 3.4 |
![]() | +/-Cat | 7.8 | -1.8 | 9.5 | -4.8 | 3.7 |
![]() | +/-B’mrk | 1.3 | -1.3 | 20.7 | -8.1 | 4.1 |
Category: Macro Trading EUR | ||||||
Category Benchmark: Morningstar EU Cau Gbl Tgt ... |
Key Stats | ||
NAV 17/06/2024 | EUR 116.98 | |
Day Change | - | |
Morningstar Category™ | Macro Trading EUR | |
ISIN | GB00BRTNY953 | |
Fund Size (Mil) 14/06/2024 | GBP 737.16 | |
Share Class Size (Mil) 14/06/2024 | EUR 0.40 | |
Max Initial Charge | - | |
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 Acc EUR |
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 09/11/2015 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
UK RPI + 3% | Morningstar EU Cau Gbl Tgt Alloc NR EUR |
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Portfolio Profile for TM Fulcrum Diversified Core Absolute Return Fund C Acc EUR | 30/04/2024 |
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