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 | 9,009.40 | 2.70 | -0.03% |
| CAC 40 | 8,202.08 | 97.34 | -1.17% |
| DAX 40 | 24,663.61 | 255.08 | -1.02% |
| Dow JONES (US) | 49,596.97 | 313.62 | -0.63% |
| FTSE 100 | 10,276.95 | 161.71 | -1.55% |
| HKSE | 26,626.28 | 412.50 | 1.57% |
| NASDAQ | 25,806.20 | 32.75 | -0.13% |
| Nikkei 225 | 62,547.21 | 286.63 | -0.46% |
| NZX 50 Index | 13,193.23 | 77.38 | -0.58% |
| S&P 500 | 7,337.11 | 28.01 | -0.38% |
| S&P/ASX 200 | 8,776.00 | 4.80 | -0.05% |
| SSE Composite Index | 4,180.09 | 19.92 | 0.48% |