TM Fulcrum Income Fund C GBP Inc

Category Macro Trading GBP

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

8,795.30p

arrow-up50.70p (+0.58%)

Fund Code

TMFCI

BF8F700

GB00BF8F7008

Prices updated as at 12 Dec 2025

Prices in GBX

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 charges

Product charges
	0.85
	0.62
	No
	-
	0.00
	0.00
Minimum investment	25.00

Documents

Document name	Date posted	Download
Key Information Document / Technical Guide	05 May 2025	pdf
Annual Report	31 Mar 2025	pdf
Interim Report	30 Sep 2024	pdf

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Important Information

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