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 | 9,240.30 | 42.60 | 0.46% |
CAC 40 | 8,047.89 | 80.94 | 1.02% |
DAX 40 | 24,393.86 | 280.24 | 1.16% |
Dow JONES (US) | 46,441.10 | 43.21 | 0.09% |
FTSE 100 | 9,446.00 | 0.43 | -0.00% |
HKSE | 27,287.12 | 431.56 | 1.61% |
NASDAQ | 22,755.16 | 95.15 | 0.42% |
Nikkei 225 | 44,936.73 | 385.88 | 0.87% |
NZX 50 Index | 13,451.76 | 17.77 | 0.13% |
S&P 500 | 6,711.20 | 22.74 | 0.34% |
S&P/ASX 200 | 8,945.90 | 40.10 | 0.45% |
SSE Composite Index | 3,882.78 | 20.25 | 0.52% |