Fulcrum Diversified Investments Fund
HFL0104AU
Fulcrum Diversified Investments Fund HFL0104AU Strategy
The investment seeks to achieve long-term absolute returns.
In seeking to achieve its aim of 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.
Funds News & Analysis
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
---|---|---|---|
All Ordinaries | 8,133.10 | 6.20 | 0.08% |
CAC 40 | 7,858.83 | 17.53 | -0.22% |
DAX 40 | 22,390.84 | 149.14 | -0.66% |
Dow JONES (US) | 42,225.32 | 235.36 | 0.56% |
FTSE 100 | 8,608.48 | 26.32 | -0.30% |
HKSE | 23,202.53 | 4.31 | -0.02% |
NASDAQ | 17,601.05 | 151.16 | 0.87% |
Nikkei 225 | 35,725.87 | 101.39 | 0.28% |
NZX 50 Index | 12,241.81 | 78.38 | -0.64% |
S&P 500 | 5,670.97 | 37.90 | 0.67% |
S&P/ASX 200 | 7,934.50 | 9.30 | 0.12% |
SSE Composite Index | 3,350.13 | 1.69 | 0.05% |