Fulcrum Diversified Absolute Return Fund
About this Fund
|FUND MANAGER||Fulcrum Asset Management LLP|
|INVESTMENT STYLE||The Fund will invest globally and aim to hold a highly diversified portfolio, typically consisting of exposures to equities, fixed income, commodities, alternatives and cash.|
|INVESTMENT PROFILE||The Fund aims to achieve long-term absolute returns in all market conditions over rolling five year periods, with lower volatility than equity markets and in excess of inflation.|
|CURRENCY MANAGEMENT||Active management|
|BENCHMARK||None but target return over inflation|
|FUND SIZE||None but target return over inflation|
|NO. OF HOLDINGS|
|FEES||1.00% p.a. of the NAV (including GST less RITCs)|
Benefits of investing in the Fulcrum Diversified Absolute Return Fund
Our investment process has been developed with the following guiding principles:
The Fund is suitable for Australian Wholesale clients and New Zealand Wholesale Investors.
About the Fund
Fulcrum Diversified Absolute Return ("DAR) is a multi-asset strategy that aims to produce long-term absolute returns in all market conditions over rolling five-year periods, with lower volatility than equity markets and in excess of inflation. Investments are sought with a focus on liquidity and are multi-asset in nature; with exposure across equity, fixed income, currency, and commodity markets globally.
About Fulcrum Asset Management
Founded by Gavyn Davies and Andrew Stevens in 2004, Fulcrum Asset Management is an independently owned investment management company and the Advisor to the Fulcrum Diversified Absolute Return Fund. Our clients include institutions, pension funds, charities, endowments, families and private clients investing across a broad range of strategies.
Our disciplined investment process is driven by an experienced and stable multi-asset investment team with a long history of working together in a collaborative environment. We manage both absolute and relative return strategies across major liquid assets globally.
Headquartered in London with an additional office in New York, Fulcrum has over seventy employees, eight of whom are partners and own the firm.
How we invest your money
In seeking to achieve its aim of long-term absolute returns, the Fund will invest globally and aim to hold a highly diversified portfolio, typically consisting of exposures to equities, fixed income, commodities, alternatives and cash. Investments may be made through collective investment schemes (including index funds such as exchange traded funds (ETFs) and actively managed funds managed by the Investment Manager, but not actively managed funds managed by third party investment managers).
The Fund may use derivatives for investment purposes and for efficient portfolio management. The Fund will use hedging strategies to reduce risk over the short term without materially altering its risk profile.
The Fund will be managed without reference to a benchmark.
The Fund will be managed with a forward looking volatility cap of 12%.