Investment Objective
The Fulcrum Equity Dispersion Fund seeks returns from investing in a range of derivative strategies to gain exposure to the volatility of global equity markets. The Fund will aim to deliver persistent long-term attractive returns whilst predominantly remaining long volatility.
Performance
JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2020 | 0.1 | 0.8 | 0.8 | 0.5 | 0.1 | 0.8 | 0.3 | 0.8 | 0.4 | 0.2 | 0.3 | 0.9 | 0.8 | |
2019 | 0.9 | 0.8 | 0.3 | 0.9 | 0.6 | 0.9 | 0.0 | 0.7 | 1.0 | 0.3 | 0.5 | 0.6 | 0.9 |