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 | 8,941.50 | 15.30 | 0.17% |
CAC 40 | 7,744.41 | 53.81 | -0.69% |
DAX 40 | 24,041.90 | 265.90 | -1.09% |
Dow JONES (US) | 44,416.36 | 93.29 | 0.21% |
FTSE 100 | 9,023.81 | 10.82 | 0.12% |
HKSE | 25,130.03 | 135.89 | 0.54% |
NASDAQ | 20,888.17 | 86.00 | -0.41% |
Nikkei 225 | 39,774.92 | 44.19 | -0.11% |
NZX 50 Index | 12,833.74 | 127.77 | -0.99% |
S&P 500 | 6,304.25 | 1.35 | -0.02% |
S&P/ASX 200 | 8,677.20 | 9.00 | 0.10% |
SSE Composite Index | 3,581.86 | 22.07 | 0.62% |