Investment Objective
The Fulcrum Multi Asset Trend Fund aims to achieve long term appreciation in the value of its assets by gaining exposure to certain trends through the use of systematic trading strategies that seek to primarily invest in liquid strategies. Fulcrum Multi Asset Trend is a quantitative fund, with trading decisions based on medium-term price trends. Investments are made within, but not restricted to, currency, equity, commodity and fixed income using a variety of futures, forwards, and swaps.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.4 | 0.8 | 0.5 | 0.1 | 1.0 | 0.9 | 0.2 | 0.9 | 0.5 | 0.2 | 0.9 | 0.3 | 0.9 | |
| 2023 | 0.0 | 0.9 | 0.0 | 0.7 | 0.3 | 0.0 | 0.2 | 0.7 | 0.0 | 0.1 | 0.8 | 0.5 | 0.0 |
