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 | 9,271.40 | 6.30 | 0.07% |
| CAC 40 | 8,334.50 | 66.68 | -0.79% |
| DAX 40 | 26,258.11 | 311.88 | -1.17% |
| Dow JONES (US) | 53,185.90 | 374.09 | -0.70% |
| FTSE 100 | 10,824.26 | 31.72 | 0.29% |
| HKSE | 25,566.99 | 17.80 | -0.07% |
| NASDAQ | 26,370.89 | 31.54 | -0.12% |
| Nikkei 225 | 66,311.93 | 93.63 | -0.14% |
| NZX 50 Index | 13,851.56 | 65.74 | -0.47% |
| S&P 500 | 7,686.14 | 25.62 | -0.33% |
| S&P/ASX 200 | 9,076.00 | 10.40 | 0.11% |
| SSE Composite Index | 3,986.30 | 34.12 | 0.86% |