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 | 9,076.60 | 25.40 | -0.28% |
CAC 40 | 7,743.00 | 33.68 | 0.44% |
DAX 40 | 24,193.34 | 0.84 | 0.00% |
Dow JONES (US) | 44,032.53 | 63.89 | 0.15% |
FTSE 100 | 9,095.73 | 5.04 | -0.06% |
HKSE | 24,858.82 | 222.81 | -0.89% |
NASDAQ | 21,366.84 | 124.14 | 0.58% |
Nikkei 225 | 41,820.48 | 761.33 | 1.85% |
NZX 50 Index | 12,844.63 | 42.47 | -0.33% |
S&P 500 | 6,368.53 | 28.53 | 0.45% |
S&P/ASX 200 | 8,807.10 | 24.30 | -0.28% |
SSE Composite Index | 3,635.13 | 4.54 | -0.12% |