Investment Objective
Fulcrum Diversified Absolute Return (“DAR”) is a diversified multi-asset fund investing across the four liquid asset classes (equities, bonds, currency, and commodities). DAR is benchmark unaware and has an investment objective of Inflation +3-5% p.a. over rolling five year periods. There is a strict risk limit, including an ex-ante volatility limit of 12%, and a permanent insurance overlay to help protect against extreme losses.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 0.4 | 0.9 | 0.6 | 0.3 | 0.9 | 1.0 | 0.3 | 0.2 | 0.1 | 0.5 | 0.3 | 0.7 | 1.0 | |
| 2024 | 0.7 | 0.9 | 0.6 | 0.9 | 0.4 | 0.3 | 0.5 | 0.3 | 0.4 | 0.1 | 0.4 | 0.7 | 0.7 |
