Fact sheet: TM Fulcrum Diversified Growth

Fund information

Fund name
TM Fulcrum Diversified Growth C GBP
Fund company manager
TM Fulcrum Asset Management
Fund type
OIC
Fund manager
Fulcrum Asset Management LLP
since 07/07/2006
Fund objective
The investment objective of the Company is to achieve long-term capital growth.
Benchmark
Composite
Investment style
Balanced
Investment method
None

Performance snapshot

Quick stats

1 Year return

6.01 %

1 Year rank in sector

234/241

Sector

UT Flexible Investment

Yield
-
Fund size

£ 33.1 m

FE Risk score

51

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • International Equities
    51.6%
  • Global Fixed Interest
    25.9%
  • Alternative Investment Strategies
    19%
  • Commodity & Energy
    3.5%

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund0.68 %3.42 %5.69 %5.31 %31.84 %
Sector1.87 %8.28 %19.54 %26.95 %58.29 %
Rank within sector240 / 258233 / 245234 / 241191 / 193151 / 165
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Calendar performance

YTD-20172016201520142013
Fund2.34 %-0.22 %0.72 %2.48 %17.34 %
Sector5.55 %12.84 %2.01 %4.85 %14.08 %
Rank within sector224 / 245227 / 232152 / 210164 / 18865 / 178
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Risk statistics

Alpha-3.3
Beta0.63
Sharpe-0
Volatility5.9
Tracking error4.48
Information ratio-1.37
R-Squared0.64

Price movement

52 week high12375
52 week low11369
Current bid price0
Current offer price0
Current mid price12322

Holdings by region

-

Holdings by sector

-

Holdings by asset type

  • 51.6% International Equities
  • 25.9% Global Fixed Interest
  • 19% Alternative Investment Strategies
  • 3.5% Commodity & Energy

Individual holdings

-