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

13,396.00p

arrow-up36.00p (+0.27%)

Fund Code

TMACA

BRTNY84

GB00BRTNY847

Prices updated as at 29 Nov 2024
|
Prices in GBX

Investment objective
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, commodity related instruments, fixed income and cash either directly or indirectly through the use of derivatives.

Annual charges

Product charges
0.90
0.72
No
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Key Information Document / Technical Guide 19 Feb 2024pdf
Annual Reports 31 Oct 2023pdf
Annual Short Report 31 Oct 2023pdf
Interim Short Report 30 Sep 2022pdf
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