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 | 8,203.90 | 28.80 | 0.35% |
CAC 40 | 7,600.74 | 64.48 | 0.86% |
DAX 40 | 22,388.90 | 146.45 | 0.66% |
Dow JONES (US) | 40,113.50 | 20.10 | 0.05% |
FTSE 100 | 8,439.88 | 24.63 | 0.29% |
HKSE | 21,971.96 | 8.78 | -0.04% |
NASDAQ | 17,382.94 | 216.90 | 1.26% |
Nikkei 225 | 35,839.99 | 134.25 | 0.38% |
NZX 50 Index | 12,098.89 | 81.05 | 0.67% |
S&P 500 | 5,525.21 | 40.44 | 0.74% |
S&P/ASX 200 | 7,997.10 | 28.90 | 0.36% |
SSE Composite Index | 3,288.41 | 6.65 | -0.20% |