Fact sheet: TM Fulcrum DvfdCreAbRet

Fund information

Fund name
TM Fulcrum Diversified Core Absolute Return C Acc GBP
Fund company manager
TM Fulcrum Asset Management
Fund type
OIC
Fund manager
Thesis Unit Trust Mgmt Ltd
since 27/11/2014
Fund objective
TM Fulcrum Diversified Core Absolute Return Fund aims to achieve long-term absolute returns of inflation + 3% to 5% in all market conditions over rolling five year annualised periods, with lower volatility than equity markets. In doing so the 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. Investors should be aware that the Fund’s capital is in fact at risk and there is no guarantee that these returns will be achieved, whether overrolling five year periods, or any time period.
Benchmark
No Specified Index
Investment style
Absolute Return,Flexible
Investment method
None

Quick stats

1 Year return

3.7 %

1 Year rank in sector

41/71

Sector

UT Targeted Absolute Return

Yield
-
Fund size

£ 575.0 m

FE Risk score

33

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Holdings snapshot

  • Global Fixed Interest
    61.9%
  • International Equities
    30.3%
  • Alternative Investment Strategies
    7.8%

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund0.22 %-0.52 %3.29 %0 %0 %
Sector0.04 %2.21 %4.6 %7.72 %18.54 %
Rank within sector32 / 7866 / 7741 / 71 / /
Quartile th2 nd4 th3 rd th th

Calendar performance

YTD-20172016201520142013
Fund-0.17 %0.22 %2.05 %0 %0 %
Sector2.11 %0.97 %2.2 %2.51 %6.51 %
Rank within sector63 / 7744 / 7031 / 64 / /
Quartile th4 th3 rd2 nd th th

Price movement

52 week high10212
52 week low9724
Current bid price0
Current offer price0
Current mid price10066

Holdings by region

-

Holdings by sector

-

Holdings by asset type

  • 61.9% Global Fixed Interest
  • 30.3% International Equities
  • 7.8% Alternative Investment Strategies

Individual holdings

-