Fulcrum Diversified Investments Fund
HFL0104AU
Fulcrum Diversified Investments Fund HFL0104AU Strategy
The investment seeks to achieve long-term absolute returns.
The fund aims to hold a diversified portfolio and achieve long-term absolute returns in all market conditions over rolling five-year periods, with lower volatility than equity markets and in excess of inflation. The fund implements its strategy by investing globally either directly, or through derivatives, in a broad range of instruments, including, but not limited to, equity, fixed income, currency, commodity, credit derivative and cash instruments.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.
Fulcrum Diversified Investments Fund News & Analysis
funds
Generation Global's tech edge leads 5 fund upgrades
Generation Global's technology positioning caught the eye of Morningstar fund analysts this quarter as it thumped the index and its peers.
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,877.70 | 54.50 | 0.62% |
| CAC 40 | 7,803.33 | 73.64 | 0.95% |
| DAX 40 | 25,087.27 | 280.30 | 1.13% |
| Dow JONES (US) | 51,654.95 | 423.31 | 0.83% |
| FTSE 100 | 10,552.05 | 110.45 | 1.06% |
| HKSE | 24,211.35 | 425.56 | 1.79% |
| NASDAQ | 27,366.17 | 172.83 | 0.64% |
| Nikkei 225 | 69,030.92 | 11.19 | -0.02% |
| NZX 50 Index | 13,749.35 | 57.50 | 0.42% |
| S&P 500 | 7,811.54 | 46.18 | 0.59% |
| S&P/ASX 200 | 8,716.60 | 55.70 | 0.64% |
| SSE Composite Index | 3,813.79 | 1.89 | 0.05% |