Fulcrum UCITS SICAV - Fulcrum Diversified Absolute Return Fund I USD IncRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 4.0 | 3.0 | 20.4 | -4.6 | 5.3 | |
+/-Cat | 8.7 | -0.4 | 5.2 | -3.6 | 2.0 | |
+/-B’mrk | -1.8 | -1.6 | 22.4 | -8.5 | 3.8 | |
Category: Macro Trading USD | ||||||
Category Benchmark: Morningstar US Con Tgt Allo... |
Key Stats | ||
NAV 03/05/2024 | USD 123.30 | |
Day Change | -0.56% | |
Morningstar Category™ | Macro Trading USD | |
ISIN | LU1561566479 | |
Fund Size (Mil) 03/05/2024 | USD 605.68 | |
Share Class Size (Mil) 03/05/2024 | USD 2.29 | |
Max Initial Charge | - | |
Ongoing Charge 01/01/2024 | 0.90% |
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 Fulcrum Diversfied Absolute Return ahead of many of its peers in a demanding sector. The team earns a People Pillar upgrade to Above Average, while the complex and... | |
Click here to read this analyst report on the underlying fund. |
Morningstar Pillars | |
---|---|
People | 24 |
Parent | 23 |
Process | 23 |
Performance | |
Price |
Investment Objective: Fulcrum UCITS SICAV - Fulcrum Diversified Absolute Return Fund I USD Inc |
The Sub-Fund seeks to achieve long-term absolute returns equal to the rate of inflation increased by 3% to 5% in all market conditions over rolling five year annualised periods, with lower volatility than equity markets. In doing so the Sub-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. |
Returns | ||||||||||||||||
|
Management | ||
Manager Name Start Date | ||
Suhail Shaikh 01/02/2017 | ||
Inception Date 13/04/2018 |
Advertisement |
Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
Not Benchmarked | Morningstar US Con Tgt Alloc NR USD |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for Fulcrum UCITS SICAV - Fulcrum Diversified Absolute Return Fund I USD Inc | 31/03/2024 |
| ||||||||||||||||||||||||||||||||||||||||||
| ||||||||||||||||||||||||||||||||||||||||||
| ||||||||||||||||||||||||||||||||||||||||||
|