Investment Objective
The Fulcrum Diversified Absolute Return Fund is a multi-asset, unconstrained portfolio that aims to achieve positive real returns across the economic cycle, with lower volatility than equity markets. The objective of the fund is to generate returns of inflation plus 3-5% per annum over a rolling five-year period.
Performance
JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2023 | 0.4 | 0.2 | 0.3 | 0.3 | 0.1 | 0.2 | 0.2 | 0.9 | 0.5 | 0.7 | 0.2 | 0.8 | 0.1 | |
2022 | 0.5 | 0.7 | 0.9 | 0.2 | 0.2 | 0.2 | 0.4 | 0.7 | 0.3 | 0.3 | 0.4 | 0.1 | 0.2 |