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 | 9,288.10 | 53.60 | 0.58% |
CAC 40 | 8,081.54 | 24.91 | 0.31% |
DAX 40 | 24,378.80 | 43.76 | -0.18% |
Dow JONES (US) | 46,758.28 | 238.56 | 0.51% |
FTSE 100 | 9,491.25 | 63.52 | 0.67% |
HKSE | 27,140.92 | 146.20 | -0.54% |
NASDAQ | 22,780.51 | 63.54 | -0.28% |
Nikkei 225 | 45,769.50 | 832.77 | 1.85% |
NZX 50 Index | 13,514.09 | 62.33 | 0.46% |
S&P 500 | 6,715.79 | 0.44 | 0.01% |
S&P/ASX 200 | 8,987.40 | 50.80 | 0.57% |
SSE Composite Index | 3,882.78 | 20.25 | 0.52% |