Fulcrum Thematic Equity Market Neutral

Fund Info Meeting Notes Research Peers ESG

Overview

Investment Objective

The Fulcrum Thematic Equity Market Neutral Fund seeks to deliver capital growth over the long term by investing in listed global equities and equity indices directly or through derivatives in a rigorously market neutral manner. The Fund aims to maximise returns with a target volatility of 6-8% with low correlation to global equity markets.

Performance

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2021 0.8 0.0 1.0 0.4 0.3 0.1 0.4 0.5 0.8 0.3 0.7 0.4 0.5
2020 0.4 0.2 0.5 0.4 0.8 0.9 0.3 0.4 0.5 0.6 0.4 0.2 0.1
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