TM Fulcrum Diversified Core Absolute Return Fund

Select share classes
There is only one type of share class for this fund.

TM Fulcrum Diversified Core Absolute Return Fund C GBP Acc

Category Macro Trading GBP

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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

13,669.00p

arrow-up20.00p (+0.15%)

Fund Code

TMACA

BRTNY84

GB00BRTNY847

Prices updated as at 23 May 2025
|
Prices in GBX

Investment objective
The Fund seeks to achieve absolute returns equal to the rate of the Sterling Overnight Index Average (SONIA) plus 3-5%, net of fees, in all market conditions over rolling five year annualised periods. In doing so the Fund aims to achieve a positive return on a rolling three year basis. In seeking to achieve its investment goal, the Fund will hold a diversified portfolio consisting of equities, commodity related instruments, fixed income and cash either directly or indirectly through the use of derivatives. Investments may be made through collective investment schemes (including index funds such as exchange traded funds (ETFs) and actively managed funds managed by the Investment Manager). Indirect exposure to commodities may be sought through investment in transferable securities, eligible index derivatives and collective investment schemes.

Annual charges

Product charges
0.92
0.63
No
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Key Information Document / Technical Guide 19 Feb 2025pdf
Annual Report 31 Oct 2023pdf
Interim Report 30 Sep 2022pdf
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