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 | 8,945.70 | 17.80 | -0.20% |
CAC 40 | 7,800.88 | 33.70 | -0.43% |
DAX 40 | 23,970.36 | 247.14 | -1.02% |
Dow JONES (US) | 44,837.56 | 64.36 | -0.14% |
FTSE 100 | 9,081.44 | 38.87 | -0.43% |
HKSE | 25,562.13 | 173.78 | 0.68% |
NASDAQ | 21,178.58 | 70.27 | 0.33% |
Nikkei 225 | 40,706.94 | 291.33 | -0.71% |
NZX 50 Index | 12,893.60 | 17.14 | -0.13% |
S&P 500 | 6,389.77 | 1.13 | 0.02% |
S&P/ASX 200 | 8,682.00 | 15.70 | -0.18% |
SSE Composite Index | 3,597.92 | 0.02 | -0.00% |