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 | 9,030.60 | 10.30 | 0.11% |
| CAC 40 | 8,209.09 | 62.50 | 0.77% |
| DAX 40 | 25,124.17 | 121.13 | 0.48% |
| Dow JONES (US) | 51,307.79 | 228.91 | 0.45% |
| FTSE 100 | 10,373.51 | 34.56 | 0.33% |
| HKSE | 25,599.96 | 438.36 | -1.68% |
| NASDAQ | 27,093.90 | 7.09 | 0.03% |
| Nikkei 225 | 68,549.56 | 1,815.32 | 2.72% |
| NZX 50 Index | 13,118.01 | 52.70 | -0.40% |
| S&P 500 | 7,609.78 | 9.82 | 0.13% |
| S&P/ASX 200 | 8,800.20 | 20.40 | 0.23% |
| SSE Composite Index | 4,097.94 | 22.84 | 0.56% |