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.
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2020 | 0.7 | 0.5 | 0.9 | 0.7 | 0.4 | 0.9 | 0.8 | 0.8 | 0.6 | 0.5 | 0.2 | 0.3 | 0.8 | |
| 2019 | 0.7 | 0.1 | 0.2 | 0.7 | 0.9 | 0.4 | 0.9 | 0.3 | 0.9 | 0.6 | 0.7 | 0.9 | 0.4 |
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.