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
OEIC
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

6.22 %

1 Year rank in sector

202/236

Sector

UT Flexible Investment

Yield
-
Fund size

£ 32.3 m

FE Risk score

48

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • International Equities
    49.2%
  • Global Fixed Interest
    22.1%
  • Alternative Investment Strategies
    20.8%
  • Commodity & Energy
    7.9%

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund1.42 %1.55 %6.22 %4.39 %25.56 %
Sector-1.03 %1.3 %10.87 %23.65 %48.1 %
Rank within sector5 / 264100 / 252202 / 236198 / 203161 / 172
Quartile th1 st2 nd4 th4 th4 th

Calendar performance

YTD-20172016201520142013
Fund3.7 %-0.22 %0.72 %2.48 %17.34 %
Sector5.83 %12.84 %2.01 %4.85 %14.08 %
Rank within sector176 / 240221 / 226158 / 214170 / 19469 / 183
Quartile th3 rd4 th3 rd4 th2 nd

Risk statistics

Alpha-3.54
Beta0.61
Sharpe-0
Volatility5.82
Tracking error4.57
Information ratio-1.44
R-Squared0.63

Price movement

52 week high12486
52 week low11649
Current bid price0
Current offer price0
Current mid price12486

Holdings by region

-

Holdings by sector

-

Holdings by asset type

  • 49.2% International Equities
  • 22.1% Global Fixed Interest
  • 20.8% Alternative Investment Strategies
  • 7.9% Commodity & Energy

Individual holdings

-