TM Fulcrum Divers Cor Abs Ret C GBP Acc

add to virtual portfolio
This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History-
  • 3 Year sharpe0.39
  • 3 Year alpha2.84
  • Distribution Typeaccumulation
  • BenchmarkUK RPI
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.98%
  • IA SectorTargeted Absolute Return
  • Manager GroupThesis
  • DomicileUnited Kingdom

Investment Strategy

The investment objective of the Fund is to aim to achieve long-term absolute returns of inflation + 3% to 5% in all market conditions over rolling five year annualised periods, with lower volatility than equity markets. In doing so the Fund aims to achieve a positive return on a rolling three year basis. However, a positive return is not guaranteed and a capital loss may occur. In seeking to achieve its investment goal, the Fund will hold a diversified portfolio, typically consisting of equities, commodity related instruments, fixed income and cash either directly or indirectly through the use of derivatives.

Latest news

Currently there for this fund. Visit our news hub for other news .