TM Fulcrum Diversified Abs Ret C GBP Acc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History-
  • 3 Year sharpe0.92
  • 3 Year alpha4.44
  • Distribution Typeaccumulation
  • BenchmarkUK RPI
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.14%
  • IA SectorTargeted Absolute Return
  • Manager GroupThesis
  • DomicileUnited Kingdom
  • ISINGB00B7N2VD17

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, fixed income, commodity related instruments and cash.

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