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
Annual performance (%)
| Year | This fund | Macro Trading GBP |
|---|---|---|
| 30 Sep 14 - 30 Sep 15 | - | - |
| 30 Sep 15 - 30 Sep 16 | -1.09 | -1.28 |
| 30 Sep 16 - 30 Sep 17 | 3.02 | 2.16 |
| 30 Sep 17 - 30 Sep 18 | 2.67 | 0.22 |
| 30 Sep 18 - 30 Sep 19 | -3.00 | 4.37 |
| 30 Sep 19 - 30 Sep 20 | 5.61 | -1.23 |
| 30 Sep 20 - 30 Sep 21 | 4.21 | 6.86 |
| 30 Sep 21 - 30 Sep 22 | 10.23 | -1.31 |
| 30 Sep 22 - 30 Sep 23 | -2.94 | 2.92 |
| 30 Sep 23 - 30 Sep 24 | 9.07 | 6.67 |
| 30 Sep 24 - 30 Sep 25 | 11.65 | 7.27 |
Trailing returns (%)
| Year | This fund | Macro Trading GBP |
|---|---|---|
| 1 Day | -0.03 | 0.08 |
| 1 Month | -1.42 | -0.37 |
| 3 Months | 1.96 | 1.72 |
| 6 Months | 5.77 | 3.64 |
| 1 Year | 8.47 | 5.72 |
| 3 Years annualised | 6.60 | 5.08 |
| 5 Years annualised | 6.26 | 3.83 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.