TM Fulcrum Income 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

£145.29

arrow-down£-0.22 (-0.15%)

Fund Code

TMICA

BF0GWT5

GB00BF0GWT58

Prices updated as at 15 Dec 2025

Prices in GBP

Investment objective

The Fund aims to generate an annual income of 4.5% above the Sterling Overnight Index Average (SONIA) over the period up to a maximum of 8%, net of fees, regardless of market conditions. In addition, the Fund aims to preserve capital through aiming to control the ex-ante volatility to be less than 12% over rolling three year periods. The Fund seeks to achieve its objective by using a range of investment strategies and techniques to invest actively in a broad selection of asset classes across all economic sectors worldwide. These asset classes may include equities, equity related securities, debt securities (including those issued by corporate bodies, governments and/or supranational institutions), warrants, cash, near cash and money market instruments.

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 performance (%)

Year	This fund	Macro Trading GBP
30 Sep 14 - 30 Sep 15	-	-
30 Sep 15 - 30 Sep 16	-	-
30 Sep 16 - 30 Sep 17	-	-
30 Sep 17 - 30 Sep 18	-	-
30 Sep 18 - 30 Sep 19	-0.77	4.37
30 Sep 19 - 30 Sep 20	2.30	-1.23
30 Sep 20 - 30 Sep 21	5.05	6.86
30 Sep 21 - 30 Sep 22	7.48	-1.31
30 Sep 22 - 30 Sep 23	-0.85	2.92
30 Sep 23 - 30 Sep 24	10.37	6.67
30 Sep 24 - 30 Sep 25	12.95	7.27

Trailing returns (%)

Year	This fund	Macro Trading GBP
1 Day	-0.15	-0.05
1 Month	-0.65	0.14
3 Months	2.19	1.73
6 Months	6.38	3.73
1 Year	9.98	6.27
3 Years annualised	7.56	5.21
5 Years annualised	6.63	3.83

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

Important Information

Investment values, and income from investments, can go down as well as up, so you may get back less than you invest. This is not a personal recommendation for a specific investment. If you're not sure which investments are suitable for you, consult Fidelity's advisers or another authorised financial adviser. The information contained herein: is proprietary to Morningstar and/or its content providers; may not be copied or distributed; and is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

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