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.