TM Fulcrum Diversified Absolute Return C GBP Acc

Ranked 30 out of 42 in - Multi Strategy over 12 months
All calculations are in GBP unless stated

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, fixed income, commodity related instruments and cash. Investments may be made through collective investment schemes (including absolute return funds, index funds such as exchange traded funds (ETFs) and actively managed funds).

Showing fund performance in United Kingdom View performance globally

Performance

Multi Strategy over : 31/05/2018 - 31/05/2019
  • Rank 30/42 Total Return
  • Rank 31/42 Standard Deviation
  • Rank 15/42 Max Drawdown
Fund Name Currency Return
28 JPM Global Macro Opportunities A Net Acc GBP

-2.5%

29 CS (Lux) Liquid Alternative Beta UBH GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.5%

30 TM Fulcrum Diversified Absolute Return C GBP Acc GBP

-2.5%

31 UNI-Global - Cross Asset Navigator RAH GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.9%

32 NN (L) Alternative Beta I Cap GBP Hdgi

Currency exposure is hedged

Currency exposure is hedged

GBP

-3.7%

Fund Name Currency Risk
29 Merian Style Premia Absolute Return F GBP H GBP

6.1

30 InRIS CFM Diversified I GBP Hedged

Currency exposure is hedged

Currency exposure is hedged

GBP

6.2

31 TM Fulcrum Diversified Absolute Return C GBP Acc GBP

6.6

32 NN (L) Alternative Beta I Cap GBP Hdgi

Currency exposure is hedged

Currency exposure is hedged

GBP

6.6

33 Nordea 1 - Alpha 10 MA HAC GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

6.6

Fund Name Currency Loss
13 Winton Diversified UCITS I2 GBP GBP

-4.4%

14 Insight Global Absolute Return Inst W Acc GBP

-4.4%

15 TM Fulcrum Diversified Absolute Return C GBP Acc GBP

-4.5%

16 CS (Lux) Liquid Alternative Beta UBH GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-4.6%

17 Franklin K2 Alternative Strategies I (acc) GBP-H1

Currency exposure is hedged

Currency exposure is hedged

GBP

-4.9%

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 3.6%
2018 -3.1% 0.4% -0.3% 1.3% -4.4%
2017 2.6% 0.2% 0.1% 1.1% 1.2%
2016 -0.5% -1.7% -1.3% 0.9% 1.8%
2015 1.5% 5.8% -1.4% -3.3% 0.7%
2014 2.0% -1.0% 0.7% 2.1% 0.2%
2013 12.5% 3.0% 3.4% 2.0% 3.5%
2012 -2.4% 2.8% 1.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Germany
  2. United Kingdom

Fund Info

  • Launch date26/03/2012
  • Share Class size780Mn
  • Base currencyGBP
  • ISIN GB00B7N2VD17

Purchase Info

  • Min. initial investment5Mn
  • Min. regular additional investment0

Charges

  • Annual management0.87%
  • Initial investment0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).