TM Fulcrum Income Fund C GBP Inc

Category Macro Trading GBP

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

8,446.80p

arrow-up35.80p (+0.43%)

Fund Code

TMFCI

BF8F700

GB00BF8F7008

Prices updated as at 06 Nov 2024

Prices in GBX

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.

Important Information

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