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 |