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 | 9,081.50 | 15.60 | 0.17% |
| CAC 40 | 8,263.74 | 25.57 | 0.31% |
| DAX 40 | 24,617.38 | 126.32 | 0.52% |
| Dow JONES (US) | 49,683.57 | 182.27 | 0.37% |
| FTSE 100 | 10,351.26 | 42.04 | 0.41% |
| HKSE | 26,559.95 | 325.29 | -1.21% |
| NASDAQ | 22,679.05 | 225.53 | -0.98% |
| Nikkei 225 | 54,253.68 | 435.64 | 0.81% |
| NZX 50 Index | 13,399.85 | 44.17 | -0.33% |
| S&P 500 | 6,861.29 | 62.89 | 0.93% |
| S&P/ASX 200 | 8,826.00 | 15.10 | 0.17% |
| SSE Composite Index | 4,065.58 | 10.33 | -0.25% |