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Fulcrum Multi Asset Trend Fund GBP C Class

  • Fund Info & charges
  • Performance
  • Fund breakdown
  • Dividend History
Fund Provider FundRock Management Company S.A.
Fund Summary The investment objective of the Sub-Fund is to generate long term capital appreciation in the value of its assets by gaining exposure to certaintrends through the use of systematic trading strategies that seek to primarily invest in liquid assets. The Sub-Fund is a quantitative fund withinvestment decisions being based on price trends across markets. The Sub-fund will invest in currency, equity, commodity indices, and fixed incomemarkets. Investments will be made through cash settled securities (including equities, bonds and exchange traded funds) and derivatives tradedover the counter and listed on an exchange (including futures, forwards, swaps and options).
SEDOL code BF0KY13
ISIN LU1225878351
Fund code FUTCA
Managers Andrew Stevens, Suhail Shaikh, Gavyn Davies, Andrew Bevan, Nabeel Abdoula
Manager Tenure 4 years
Morningstar Category Alt - Systematic Futures
Fund Size £53 million
Fund Type Offshore
Management Style Active
Total Expense Ratio (TER) 1.05%
Cavendish ongoing charge 0.05%
FundsNetwork Service Fee 0.20%
Minimum Initial Investment £25
Minimum Top Up £25
Minimum Monthly Investment £25
Sell Price £87.4245
Buy Price £87.4245
Price Change -0.3833%
Price Date 21st November 2019
Yield Currently unavailable
Dividend Frequency Yearly
ISA Eligible Yes
SIPP Eligible Yes
Inception Date 17th June 2019
Fund Status OPEN
Andrew Stevens is Chief Executive Officer. He was previously Executive Director at Goldman Sachs, Investment Management Division from 1992 to 2004. Andrew received an MBA from Harvard Business School in 1992.

3-year Mean Monthly Return: -0.258%

Annual Returns 2018 2017 2016 2015
Fund Performance +0.50% -2.86% -8.19% +2.09%
Benchmark Performance
(Alt - Systematic Futures)
Time Period Cumulative Benchmark Performance
(Alt - Systematic Futures)
Fund Compared to Benchmark
1 day 0.44% Currently unavailable Currently unavailable
1 week 1.62% Currently unavailable Currently unavailable
1 month 1.36% Currently unavailable Currently unavailable
3 months -3.74% Currently unavailable Currently unavailable
6 months 5.69% Currently unavailable Currently unavailable
1 year 8.03% Currently unavailable Currently unavailable
3 years -1.71% Currently unavailable Currently unavailable
5 years Currently unavailable Currently unavailable Currently unavailable
10 years Currently unavailable Currently unavailable Currently unavailable
YTD 7.68% Currently unavailable Currently unavailable
Since inception -2.82% Currently unavailable Currently unavailable

Currently unavailable

Currently unavailable