TM Fulcrum Diversified Core Absolute Return Fund

Select share classes
There is only one type of share class for this fund.

TM Fulcrum Diversified Core Absolute Return Fund C GBP Acc

Category Macro Trading GBP


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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

14,675.00p

arrow-up88.00p (+0.60%)

Fund Code

TMACA

BRTNY84

GB00BRTNY847

Prices updated as at 12 Dec 2025
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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).

Annual performance (%)

YearThis fundMacro Trading GBP
30 Sep 14 - 30 Sep 15--
30 Sep 15 - 30 Sep 16-1.09-1.28
30 Sep 16 - 30 Sep 173.022.16
30 Sep 17 - 30 Sep 182.670.22
30 Sep 18 - 30 Sep 19-3.004.37
30 Sep 19 - 30 Sep 205.61-1.23
30 Sep 20 - 30 Sep 214.216.86
30 Sep 21 - 30 Sep 2210.23-1.31
30 Sep 22 - 30 Sep 23-2.942.92
30 Sep 23 - 30 Sep 249.076.67
30 Sep 24 - 30 Sep 2511.657.27

Trailing returns (%)

YearThis fundMacro Trading GBP
1 Day0.600.27
1 Month-1.01-0.27
3 Months2.361.82
6 Months6.103.81
1 Year8.625.94
3 Years annualised6.845.22
5 Years annualised6.393.89
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.


Important Information

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