| Shares Class | Inc. |
|---|---|
| Yield | 1.14 |
| Total Expense Ratio | 0.48 |
Cumulative Performance
Discrete Performance
| Fund Size | 40,229,700.00 | Launch Date | 30/04/2018 | Standard Initial Charge (%) | 5.00 |
|---|---|---|---|---|---|
| Currency | EUX | ISA Eligible | No | Annual Management Charge (%) | 0.38 |
| Sector | IMA UK Equity Income | Min Investment (£) | 50,000,000.00 | Total Expense Ratio (%) | 0.48 |
| ISIN | GB00BFYN9N52 | Min Topup (£) | 0.00 | Ongoing Charge (%) | 0.8800 (on 31/01/2020) |
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.
Fulcrum Alternative Strategies Team
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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