Morningstar Investor users sign in here.

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.

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. 

Markets

Index
Last price
Change
% Change
All Ordinaries 8,243.30 19.10 -0.23%
CAC 40 7,575.73 56.98 -0.75%
DAX 40 18,515.76 75.13 -0.40%
Dow JONES (US) 40,211.72 210.82 0.53%
FTSE 100 8,160.02 22.94 -0.28%
HKSE 17,727.98 287.96 -1.60%
NASDAQ 18,472.57 74.12 0.40%
Nikkei 225 41,275.08 84.40 0.20%
NZX 50 Index 12,184.49 61.35 0.51%
S&P 500 5,631.22 15.87 0.28%
S&P/ASX 200 7,999.30 18.30 -0.23%
SSE Composite Index 2,976.30 2.29 0.08%

Market Movers

Name
Last price
Change
% Change
Droneshield Ltd DRO 2.02 0.58 -22.31%
Sayona Mining Ltd SYA 0.03 0.00 -2.94%
Red 5 Ltd RED 0.42 0.00 0.00%
Mirvac Group MGR 2.12 0.04 1.92%
Opthea Ltd OPT 0.38 0.01 -1.32%
Imugene Ltd IMU 0.06 0.00 -3.51%
Telstra Group Ltd TLS 3.83 0.01 -0.26%
Bellevue Gold Ltd BGL 1.87 0.07 -3.37%
Latin Resources Ltd LRS 0.16 0.01 -5.88%
Zip Co Ltd ZIP 1.61 0.03 1.90%