Fulcrum Diversified Absolute Return Fund (Lux)

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
2019 0.8 0.5 0.1 0.9 0.4 0.3 0.2 0.4 0.8 0.5 0.3 0.7 0.7
2018 0.2 1.0 0.6 0.4 0.3 0.8 0.5 0.5 0.3 0.0 0.7 0.9 0.1

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Close Current Site Absolute Hedge is a market leading UCITS research database providing proprietary research on funds, themes and strategies in the UCITS space. Kepler Trust Intelligence is produced by the investment companies team at Kepler Partners and is the UK’s premier source of detailed qualitative research on investment trusts. Kepler Liquid Strategies is a Dublin domiciled UCITS fund platform featuring a number of best-of-breed fund managers. Kepler Partners is a corporate advisory and asset raising boutique specialising in the regulated funds market in Europe and investment trusts in the UK.