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
14,675.00p
88.00p (+0.60%)
Fund Code
TMACA
BRTNY84
GB00BRTNY847
Prices updated as at 12 Dec 2025
Prices in GBX
Investment objective
The Fund seeks to achieve absolute returns equal to the Sterling Overnight Index Average (SONIA) plu 3.5%, net of fees, in all market conditions over rolling five year annualised periods. In doing so the Fund aims to achieve a positive return on a rolling 3 year basis. However, a positive return is not guaranteed and a capital loss may occur. The Fund will be managed with a forward looking volatility cap of 12%. In seeking to achieve its investment goal, the Fund will hold a diversified portfolio consisting of equities, commodity related instruments, fixed income and cash either directly or indirectly through the use of derivatives. Investments may be made through collective investment schemes (including index funds such as exchange traded funds (ETFs) and actively managed funds managed by the Investment Manager).
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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Company name
Fulcrum Asset Management LLP
Fund launch date
27 Nov 2014
Domicile
United Kingdom
UCITS
Yes
Fund manager
Not Disclosed
Manager start date
31 Aug 2023
Fund manager biography
Head office
Marble Arch House
66 Seymour Street
London
United Kingdom
W1H 5BT
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