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TM Fulcrum Diversified Core Absolute Return Fund C Acc GBP

  • Fund Info & charges
  • Performance
  • Fund breakdown
  • Dividend History
Fund ProviderTUTMAN LLP
Fund SummaryThe investment objective of the Fund is to aim to achieve long-term absolute returns of inflation + 3% to 5% in all market conditions over rollingfive year annualised periods, with lower volatility than equity markets. In doing so the Fund aims to achieve a positive return on a rolling threeyear basis.
SEDOL codeBRTNY84
ISINGB00BRTNY847
Fund codeTMACA
ManagersAndrew Stevens, Suhail Shaikh, Gavyn Davies, Andrew Bevan, Nabeel Abdoula
Manager Tenure6 years
Morningstar CategoryAlt - Multistrategy
IMA SectorTargeted Absolute Return
Fund Size£181 million
Fund TypeOEIC
Management StyleActive
Ongoing Charge Figure (OCF)0.85%
Cavendish ongoing charge0.05%
FundsNetwork Service Fee0.20%
Minimum Initial Investment£25
Minimum Top Up£25
Minimum Monthly Investment£25
Sell Price£106.4600
Buy Price£106.4600
Price Change+0.9387%
Price Date28th September 2020
YieldCurrently unavailable
Dividend FrequencySemi-Annually
ISA EligibleYes
SIPP EligibleYes
Inception Date24th August 2020
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: 0.202%

Annual Returns20192018201720162015
Fund Performance+2.65%-0.44%+1.99%+2.68%-4.48%
Benchmark Performance
(Alt - Multistrategy)
Time PeriodCumulativeBenchmark Performance
(Alt - Multistrategy)
Fund Compared to Benchmark
1 day0.94%Currently unavailableCurrently unavailable
1 week0.32%Currently unavailableCurrently unavailable
1 month-0.41%Currently unavailableCurrently unavailable
3 months1.43%Currently unavailableCurrently unavailable
6 months1.95%Currently unavailableCurrently unavailable
1 year5.02%Currently unavailableCurrently unavailable
3 years1.61%Currently unavailableCurrently unavailable
5 years1.30%Currently unavailableCurrently unavailable
10 yearsCurrently unavailableCurrently unavailableCurrently unavailable
YTD2.39%Currently unavailableCurrently unavailable
Since inception1.08%Currently unavailableCurrently unavailable

Top 10 shares for this fund

Share NameCountryValue
France (Republic Of)FRA9.51%
France (Republic Of)FRA9.50%
France (Republic Of)FRA7.35%
iShares Physical Gold ETCIRL5.60%
Japan (Government Of)JPN5.46%
United States Treasury BillsUSA5.18%
United Kingdom of Great Britain and Northern IrelandGBR4.84%
French Republic Bill Zero Cpn 26/Aug/2020 Eur 13.43%
Japan (Government Of)JPN3.06%
Japan (Government Of)JPN2.89%

Currently unavailable