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 | 9,063.80 | 36.20 | 0.40% |
| CAC 40 | 8,445.77 | 73.49 | 0.88% |
| DAX 40 | 25,504.71 | 405.71 | 1.62% |
| Dow JONES (US) | 51,947.25 | 235.60 | 0.46% |
| FTSE 100 | 10,785.41 | 49.18 | 0.46% |
| HKSE | 25,207.18 | 243.95 | 0.98% |
| NASDAQ | 24,975.82 | 161.87 | -0.64% |
| Nikkei 225 | 64,931.19 | 320.04 | 0.50% |
| NZX 50 Index | 13,850.69 | 78.40 | 0.57% |
| S&P 500 | 7,411.98 | 0.00 | 0.00% |
| S&P/ASX 200 | 8,894.00 | 36.10 | 0.41% |
| SSE Composite Index | 3,858.25 | 44.05 | 1.15% |