TM Fulcrum Diversified Growth C GBP

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Trading AccountISAJISASIPP

Fund Info

  • Yield History-
  • 3 Year sharpe0.96
  • 3 Year alpha5.47
  • Distribution Typeaccumulation
  • BenchmarkUK RPI
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF1.26%
  • IA SectorFlexible Investment
  • Manager GroupThesis
  • DomicileUnited Kingdom
  • ISINGB00B622XS49

Investment Strategy

The investment objective of the Sub-fund is to achieve long-term capital growth, by targeting an annual net return of inflation (measured against RPI) of +4-5% with lower volatility than equity markets (meaning the MSCI World 100% Hedge to GBP Index) over a rolling five year period. Investors should be aware that the investors’ capital is, in fact at risk, and there is no guarantee that these returns will be achieved, whether over rolling five year periods, or any other time period.

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