Fulcrum UCITS SICAV - Fulcrum Diversified Absolute Return Fund F 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

£131.4353

arrow-up£1.026 (+0.79%)

Fund Code

FUDFA

BFM70G9

LU1551069567

Prices updated as at 31 Mar 2025
|
Prices in GBP
Investment objective
The Sub-Fund seeks to achieve long-term absolute returns of 3% to 5% over the SOFR interest rate in all market conditions over rolling five year annualised periods, with lower volatility than equity markets. In doing so the Sub-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.
Important notice: This product is based overseas and is not subject to UK sustainable investment labelling and disclosure requirements. Please refer to the FCA website which details further information in relation to sustainability disclosure requirements for retail clients.
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.

Annual charges

Product charges
0.76
0.76
No
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Key Information Document / Technical Guide 01 Jan 2025pdf
Interim Report 30 Jun 2024pdf
Annual Report 31 Dec 2023pdf
Please note that service charges will also apply. Read more about our fees.


Important Information

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