Fulcrum Multi Asset Trend Class C GBP

Category Systematic Trend Other

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

Last buy/sell price

£119.0957

arrow-up£1.458 (+1.24%)

Fund Code

FUTCA

BF0KY13

LU1225878351

Prices updated as at 12 Dec 2025

Prices in GBP

Investment objective

The Sub-Fund seeks to generate long term capital appreciation in the value of its assets by gaining exposure to certain trends through the use of systematic trading strategies that seek to primarily invest in liquid assets. The Sub-Fund is a quantitative fund with investment decisions being based on price trends across markets. The Sub-Fund employs a number of quantitative models to analyse the momentum and volatility of assets in order to extract price forecasts and to determine positioning. The strategy seeks to establish a diversified portfolio of long and short positions exploiting trends in the currency, equity, commodity indices, and fixed income markets.

Important notice: This product is based overseas and is not subject to UK sustainable investment labelling and disclosure requirements. Please refer to the FCA website which details further information in relation to sustainability disclosure requirements for retail clients.

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	Systematic Trend Other
30 Sep 14 - 30 Sep 15	-	-
30 Sep 15 - 30 Sep 16	2.09	-
30 Sep 16 - 30 Sep 17	-8.19	-
30 Sep 17 - 30 Sep 18	-2.86	-
30 Sep 18 - 30 Sep 19	0.50	-
30 Sep 19 - 30 Sep 20	-12.99	-
30 Sep 20 - 30 Sep 21	11.67	-
30 Sep 21 - 30 Sep 22	37.35	-
30 Sep 22 - 30 Sep 23	-0.97	-
30 Sep 23 - 30 Sep 24	-4.67	-
30 Sep 24 - 30 Sep 25	0.40	-

Trailing returns (%)

Year	This fund	Systematic Trend Other
1 Day	1.24	-
1 Month	0.13	-
3 Months	6.36	-
6 Months	13.34	-
1 Year	4.78	-
3 Years annualised	2.62	-
5 Years annualised	9.29	-

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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