Fact sheet: Fulcrum Diversfd Gr

Fund information

Fund name
Fulcrum Diversified Growth A S6 GBP
Fund company manager
Fulcrum Asset Management
Fund type
SIB
Fund manager(s)
Fulcrum Investment Team
since 07/07/2006
Fund objective
The aim of the fund is to achieve long-term capital growth by investing in a well-diversified set of assets and investment strategies. Over rolling five (5) year periods, the Fund targets an annual net return of inflation (RPI) +4-5% with lower volatility thanequity markets. The Sub-Fund targets a 4-6% long term tracking error to global capital markets.
Benchmark
-
Investment style
Aggressive
Investment method
None

Quick stats

1 Year return

-

1 Year rank in sector

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Sector

FO Mixed Asset - Aggressive

Yield
-
Fund size

£ 23.0 m

FE Risk score

27

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Fund name3 years
SEI Aggr57.24%
HSBC Pfl Wld Seltn 551.72%
SEI Growth47.87%
FstEgleAmunIntl45.89%
GAM Star Dynamic Growth45.64%

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund1.07 %1.83 %0 %2.54 %19.26 %
Sector1.77 %6.52 %10.4 %22.88 %38.36 %
Rank within sector72 / 9079 / 89 / 71 / 7353 / 55
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Calendar performance

YTD-20172016201520142013
Fund3.34 %0.82 %-2.17 %1.66 %13.72 %
Sector9.89 %6.77 %0 %4.64 %11.35 %
Rank within sector81 / 8769 / 7851 / 7354 / 6635 / 59
Quartile th4 th4 th3 rd4 th3 rd

Risk statistics

Alpha-1.68
Beta0.48
Sharpe-0
Volatility4.45
Tracking error4.55
Information ratio-0.93
R-Squared0.64

Price movement

52 week high127.8579
52 week low122.2529
Current bid price0
Current offer price0
Current mid price127.8579

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-