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 | 9,126.90 | 2.50 | -0.03% |
CAC 40 | 7,742.73 | 43.81 | 0.57% |
DAX 40 | 23,824.10 | 227.12 | 0.96% |
Dow JONES (US) | 45,473.77 | 147.52 | -0.32% |
FTSE 100 | 9,232.92 | 24.71 | 0.27% |
HKSE | 25,633.91 | 215.93 | 0.85% |
NASDAQ | 21,870.43 | 162.73 | 0.75% |
Nikkei 225 | 43,643.81 | 625.06 | 1.45% |
NZX 50 Index | 13,281.14 | 57.61 | 0.44% |
S&P 500 | 6,505.20 | 23.70 | 0.37% |
S&P/ASX 200 | 8,849.60 | 5.60 | -0.06% |
SSE Composite Index | 3,826.84 | 14.33 | 0.38% |