03/11/2022

What I bought last (DAR)

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In a recent article in Trustnet Magazine, James Burns, Managing Partner at Evelyn Partners looks at Fulcrum’s Diversified Absolute Return Strategy and how it can continue to deliver out solid returns even if market conditions remain tricky. James says:

“They have a strong long term track record going back to the fund’s launch in 2012, producing mid-single-digit annualised returns, but with a beta to global equities of just 0.2. Fulcrum Diversified Absolute Return has made 43.7% over the past decade, compared with gains of 24.6% from the IA Targeted Absolute Return sector. Most importantly, these returns have been generated consistently, regardless of the market conditions.”

Source: Original article, Trustnet Magazine 88 October 22- What I Bought Last, James Burns

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