Tm Fulcrum Dcar Fund Usd C Acc HedgedRegister to Unlock Ratings |
Performance History | 30/09/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 3.1 | 3.1 | 22.3 | -4.8 | 1.6 | |
+/-Cat | 7.8 | -0.3 | 7.2 | -3.8 | 2.1 | |
+/-B’mrk | -2.8 | -1.5 | 24.4 | -8.7 | -1.0 | |
Category: Macro Trading USD | ||||||
Category Benchmark: Morningstar US Con Tgt Allo... |
Key Stats | ||
NAV 04/10/2024 | USD 142.13 | |
Day Change | 0.06% | |
Morningstar Category™ | Macro Trading USD | |
ISIN | GB00BRTNYB77 | |
Fund Size (Mil) 04/10/2024 | GBP 734.68 | |
Share Class Size (Mil) 04/10/2024 | USD 0.03 | |
Max Initial Charge | 5.00% | |
Ongoing Charge 31/03/2024 | 0.90% |
Morningstar Research |
Analyst Report | - , 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 Dcar Fund Usd C Acc Hedged |
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 21/10/2016 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
UK RPI + 3% | Morningstar US Con Tgt Alloc NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Tm Fulcrum Dcar Fund Usd C Acc Hedged | 31/08/2024 |
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