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Fulcrum Multi Asset Trend C EUR

Ranked 38 out of 53 in - Managed Futures over 12 months
All calculations are in EUR unless stated

Objective

To generate long term capital 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 assets.

Showing fund performance in Ireland View performance globally

Performance

Managed Futures over : 31/08/2017 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -6.3% -5.2%
2017 5.3% 3.5% -3.3% -1.2% 6.5%
2016 -4.8% -0.6% 1.0% 2.7% -7.7%
2015 5.2% -2.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Germany
  2. Ireland
  3. Italy
  4. Luxembourg
  5. Spain
  6. Sweden
  7. Switzerland
  8. United Kingdom

Fund Info

  • Launch date30/04/2015
  • Share Class size00Mn
  • Base currencyEUR
  • ISIN LU1225881652

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.80%
  • Initial investment0.80%

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).