TM Fulcrum Diversified Growth C GBP
Latest (Mid) Price:
GBX 14,728.00
Day Change:
-0.32%
| Shares Class | Inc. |
|---|---|
| Yield | 0.00 |
| Total Expense Ratio | 0.85 |
Fund Performance
Cumulative Performance
Discrete Performance
MoneyAM Fund Centre
Quick Stats
| Fund Size | 32,651,000.00 | Launch Date | 07/07/2006 | Standard Initial Charge (%) | 5.00 |
|---|---|---|---|---|---|
| Currency | GBX | ISA Eligible | Yes | Annual Management Charge (%) | 0.75 |
| Sector | IMA UK Equity Income | Min Investment (£) | 5,000,000.00 | Total Expense Ratio (%) | 0.85 |
| ISIN | GB00B622XS49 | Min Topup (£) | 0.00 | Ongoing Charge (%) | 1.1100 (on 31/01/2020) |
Fund Objective
TM Fulcrum Diversified Growth aims to achieve long-term capital growth by investing in a well-diversified set of investments. The fund will target an annual net return of inflation (measured against RPI) of +4-5% with lower volatility than equity markets over a rolling five year period and will target a 4-6% long-term tracking error to global capital markets.
Fund Managers
Fulcrum Investment Team
Asset Breakdown
| Name | Weight |
|---|---|
| Alternative Investment Strateg | 16.00% |
| Commodity & Energy | 8.00% |
| Global Fixed Interest | 28.00% |
| International Equities | 47.00% |
Region Breakdown
Sector Breakdown
Top 10 Holdings
Please remember that past performance is not a guide of future returns. The value of investments and the income from them can go down as well as up as a result of currency exchange and market fluctuations and investors may not get back the amount originally invested.
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