TM Fulcrum Diversified Core Absolute Return 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

13,268.00p

arrow-up74.00p (+0.56%)

Fund Code

TMACA

BRTNY84

GB00BRTNY847

Prices updated as at 11 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.

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.

Company name

TUTMAN LLP

Fund launch date

27 Nov 2014

Domicile

United Kingdom

UCITS

Yes

Fund manager

Suhail Shaikh

Manager start date

27 Nov 2014

Fund manager biography

Suhail is Fulcrum’s Chief Investment Officer and a member of the Fulcrum Investment Team. Prior to joining the firm in 2005, Suhail spent five years in the Investment Management Division of Goldman Sachs. Suhail has a MSc in Management from the London School of Economics & Political Sciences (2000) and he has been a CFA charterholder since 2003.

Head office

Exchange Building,St Johns Street,Chichester,PO19 1UP

United Kingdom

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