TM Fulcrum Diversified Liquid Alternatives C Acc GBP
Latest (Mid) Price:
GBX 10,703.00
Day Change:
-0.07%
| Shares Class | Inc. |
|---|---|
| Yield | 0.87 |
| Total Expense Ratio | 0.85 |
Fund Performance
Cumulative Performance
Discrete Performance
MoneyAM Fund Centre
Quick Stats
| Fund Size | 40,229,700.00 | Launch Date | 30/04/2018 | 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 | GB00BFYN9805 | Min Topup (£) | 0.00 | Ongoing Charge (%) | 1.2500 (on 31/01/2020) |
Fund Objective
TM Fulcrum Diversified Liquid Alternatives aims to achieve long-term returns of the Bank of England Base Rate +4%, net of fees, over rolling five year annualised periods. The Sub-fund will be managed without reference to a benchmark, however, the Sub-fund targets a lower volatility than equity markets, meaning the MSCI World Hedged. A positive return is not guaranteed and capital is in fact at risk.
Fund Managers
Fulcrum Alternative Strategies Team
Asset Breakdown
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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