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 | 7,847.60 | 205.10 | -2.55% |
CAC 40 | 7,241.48 | 357.50 | -4.70% |
DAX 40 | 20,641.72 | 1,075.67 | -4.95% |
Dow JONES (US) | 38,314.86 | 2,231.07 | -5.50% |
FTSE 100 | 8,045.37 | 429.37 | -5.07% |
HKSE | 22,849.81 | 352.72 | -1.52% |
NASDAQ | 15,587.79 | 962.82 | -5.82% |
Nikkei 225 | 33,780.58 | 955.35 | -2.75% |
NZX 50 Index | 12,225.28 | 113.29 | -0.92% |
S&P 500 | 5,074.08 | 322.44 | -5.97% |
S&P/ASX 200 | 7,667.80 | 191.90 | -2.44% |
SSE Composite Index | 3,342.01 | 8.12 | -0.24% |