Fulcrum Diversified Investments Fund
HFL0104AU
Fulcrum Diversified Investments Fund HFL0104AU Strategy
The investment seeks to achieve long-term absolute returns.
In seeking to achieve its aim of 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 | 9,006.80 | 116.00 | 1.30% |
CAC 40 | 7,841.37 | 19.37 | 0.25% |
DAX 40 | 24,377.35 | 6.42 | 0.03% |
Dow JONES (US) | 44,484.49 | 229.71 | 0.52% |
FTSE 100 | 8,977.21 | 4.57 | 0.05% |
HKSE | 24,825.66 | 326.71 | 1.33% |
NASDAQ | 20,885.65 | 155.16 | 0.75% |
Nikkei 225 | 39,819.11 | 82.08 | -0.21% |
NZX 50 Index | 12,880.40 | 25.01 | -0.19% |
S&P 500 | 6,297.36 | 33.66 | 0.54% |
S&P/ASX 200 | 8,757.20 | 118.20 | 1.37% |
SSE Composite Index | 3,534.48 | 17.66 | 0.50% |