TM Fulcrum Diversified Growth A CHF header image

TM Fulcrum Diversified Growth A CHF

Fund

ISIN GB00B447QB73 / Valor null

NAV (2024-09-03)
CHF 166.33-0.02%

TM Fulcrum Diversified Growth A CHF
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General Objective

The fund aims to achieve long-term capital growth by targeting an annual net return of inflation (measured against RPI) of +4-5% with lower volatility than equity markets over a rolling five-year period.

Fund Exposure

The fund will seek to achieve its objective by investing in a well-diversified set of investments, including equities, fixed income, commodity-related instruments, and cash. It will target a 4-6% long-term tracking error to global capital markets and may invest in collective investment schemes, including absolute return funds, index funds, and actively managed funds.

Risks

Investors should be aware that their capital is at risk, and there is no guarantee that the targeted returns will be achieved over any time period. The fund may use derivatives for investment purposes and hedging strategies to reduce risk over the short term without materially altering its risk profile.

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Source

https://www.tutman.co.uk/tm-fulcrum-diversified-growth-fund/

Tags:
diversified portfolio capital growth msci world

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OTHER SHARE CLASSES OF THIS FUND

TM Fulcrum Diversified Growth C USD
TM Fulcrum Diversified Growth C USD TM Fulcrum Diversified Growth C USD
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.44%USD 172.31
TM Fulcrum Diversified Growth D GBP
TM Fulcrum Diversified Growth D GBP TM Fulcrum Diversified Growth D GBP
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.44%GBP 199.30
TM Fulcrum Diversified Growth A GBP
TM Fulcrum Diversified Growth A GBP TM Fulcrum Diversified Growth A GBP Valor: 2645508
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.13%GBP 197.82
TM Fulcrum Diversified Growth C GBP
TM Fulcrum Diversified Growth C GBP TM Fulcrum Diversified Growth C GBP
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.13%GBP 196.51