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 | 8,934.30 | 45.10 | -0.50% |
CAC 40 | 7,834.58 | 16.30 | 0.21% |
DAX 40 | 24,217.50 | 78.43 | -0.32% |
Dow JONES (US) | 44,901.92 | 208.01 | 0.47% |
FTSE 100 | 9,120.31 | 18.06 | -0.20% |
HKSE | 25,388.35 | 278.83 | -1.09% |
NASDAQ | 21,108.32 | 50.36 | 0.24% |
Nikkei 225 | 41,456.23 | 370.11 | -0.88% |
NZX 50 Index | 12,853.46 | 48.33 | 0.38% |
S&P 500 | 6,388.64 | 25.29 | 0.40% |
S&P/ASX 200 | 8,666.90 | 42.50 | -0.49% |
SSE Composite Index | 3,593.66 | 12.07 | -0.33% |