TM Fulcrum Income Fund C GBP Acc
Category Macro Trading GBP
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£131.77
£0.81 (+0.62%)
Fund Code
TMICA
BF0GWT5
GB00BF0GWT58
Prices updated as at 31 Mar 2025
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Prices in GBP
Investment objective
The Fund aims to generate an annual income of 4.5% above the Bank of England Base Rate (before tax payable by the Fund) regardless of market conditions, subject to a total annual income aimed at of 8%. In addition the Fund aims to preserve capital through aiming to control volatility to be less than half the volatility of the equity markets (as measured by the MSCI World Total Return Index hedged to GBP) over rolling three year periods. The Fund seeks to achieve its objective by using a range of investment strategies and techniques to invest actively in a broad selection of asset classes across all economic sectors worldwide.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Annual performance (%)
| Year | This fund | Macro Trading GBP |
|---|---|---|
| 31 Dec 14 - 31 Dec 15 | - | - |
| 31 Dec 15 - 31 Dec 16 | - | - |
| 31 Dec 16 - 31 Dec 17 | - | - |
| 31 Dec 17 - 31 Dec 18 | - | - |
| 31 Dec 18 - 31 Dec 19 | 6.21 | 5.67 |
| 31 Dec 19 - 31 Dec 20 | 3.13 | 0.77 |
| 31 Dec 20 - 31 Dec 21 | 2.33 | 2.65 |
| 31 Dec 21 - 31 Dec 22 | 7.12 | 2.29 |
| 31 Dec 22 - 31 Dec 23 | 1.37 | 3.88 |
| 31 Dec 23 - 31 Dec 24 | 9.65 | 5.01 |
Trailing returns (%)
| Year | This fund | Macro Trading GBP |
|---|---|---|
| 1 Day | 0.62 | 0.12 |
| 1 Month | -0.37 | -0.63 |
| 3 Months | 1.22 | 0.91 |
| 6 Months | 3.30 | 2.00 |
| 1 Year | 5.16 | 4.42 |
| 3 Years annualised | 4.10 | 2.90 |
| 5 Years annualised | 5.49 | 4.20 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.
