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Fulcrum Multi Asset Trend Fund GBP C Class

  • Fund Info & charges
  • Performance
  • Fund breakdown
  • Dividend History
Fund ProviderFundRock Management Company S.A.
Fund SummaryThe 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 codeBF0KY13
ISINLU1225878351
Fund codeFUTCA
ManagersAndrew Stevens, Suhail Shaikh, Gavyn Davies, Andrew Bevan, Nabeel Abdoula
Manager Tenure5 years
Morningstar CategoryAlt - Systematic Futures
Fund Size£46 million
Fund TypeOffshore
Management StyleActive
Ongoing Charge Figure (OCF)1.05%
Cavendish ongoing charge0.05%
FundsNetwork Service Fee0.20%
Minimum Initial Investment£25
Minimum Top Up£25
Minimum Monthly Investment£25
Sell Price£77.7361
Buy Price£77.7361
Price Change+0.4419%
Price Date30th September 2020
YieldCurrently unavailable
Dividend FrequencyYearly
ISA EligibleYes
SIPP EligibleYes
Inception Date17th June 2019
Fund StatusOPEN
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: -0.453%

Annual Returns2018201720162015
Fund Performance+0.50%-2.86%-8.19%+2.09%
Benchmark Performance
(Alt - Systematic Futures)
Time PeriodCumulativeBenchmark Performance
(Alt - Systematic Futures)
Fund Compared to Benchmark
1 day0.44%Currently unavailableCurrently unavailable
1 week0.68%Currently unavailableCurrently unavailable
1 month-0.89%Currently unavailableCurrently unavailable
3 months-2.94%Currently unavailableCurrently unavailable
6 months-5.31%Currently unavailableCurrently unavailable
1 year-12.99%Currently unavailableCurrently unavailable
3 years-5.30%Currently unavailableCurrently unavailable
5 years-4.46%Currently unavailableCurrently unavailable
10 yearsCurrently unavailableCurrently unavailableCurrently unavailable
YTD-9.64%Currently unavailableCurrently unavailable
Since inception-4.54%Currently unavailableCurrently unavailable

Currently unavailable

Currently unavailable