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30 June, 2022
Fulcrum UCITS SICAV – UK Reporting Fund Status Report 31st December 2021
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20 June, 2022
Fulcrum Equity Dispersion Fund – F USD KIID
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15 March, 2022
Fulcrum Equity Dispersion Fund – I USD KIID
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15 March, 2022
Fulcrum UCITS SICAV Annual Report – 31.12.20
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10 March, 2022
UK Stewardship Code Report – June 2021
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27 January, 2022
TM Fulcrum UCITS Funds Prospectus
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21 January, 2022
Fulcrum UCITS SICAV – Prospectus
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12 July, 2021
Fulcrum Asset Management LLP – RTS 28 – 2020
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01 July, 2021
Fulcrum UCITS SICAV – UK Reporting Fund Status
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08 July, 2022
Equality, Diversity & Inclusion Statement
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08 July, 2022
RIC Terms of Reference
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08 July, 2022
Modern Slavery Statement
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08 July, 2022
Conflict of Interest Policy
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08 July, 2022
Engagement Policy
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08 July, 2022
Remuneration Policy
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08 July, 2022
Proxy Voting Policy
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08 July, 2022
Responsible Investment Policy
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07 January, 2022
Privacy Policy

Sustainable Finance Disclosure Regulation

The Sustainable Finance Disclosure Regulation (EU SFDR) (EU 2019/2088) is a set of European rules which aim to make financial products that have environmental, social and governance characteristics and/or sustainability objectives more comparable and to prevent greenwashing by financial market participants (“FMP”). The EU SFDR prescribes mandatory disclosures at the level of the FMP (“entity level”) and at the level of the financial product (“product level”) as well as establishing pre-defined metrics for assessing the ESG outcomes of the investment process.

Fulcrum Asset Management LLP (“Fulcrum”) is making these disclosures on behalf of its EU managed funds, and has voluntarily elected to align its non-EU managed funds with the EU SFDR rules.

Fulcrum’s entity level disclosures which are relevant to Articles 3, 4, and 5 of the EU SFDR can be accessed using the links below:

Another core requirement of SFDR is for FMPs to classify their financial products into one of the following categories:

  • Article 6 – Non-ESG focused financial products
  • Article 8 – Financial products which promote environmental or social characteristics
  • Article 9 – Financial products which have sustainable investment as their objective

Currently, most funds managed by Fulcrum will be classified as neutral (Article 6) under SFDR. Fulcrum’s Article 8 and 9 funds are listed in the table below.

Name of Managed FundArticle 8 or 9 Classification
Fulcrum UCITS SICAV – Climate Change FundArticle 9

Fulcrum’s product level disclosures for those funds which are classified as Article 8 or 9 are detailed below.

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24 May, 2022
Article 10 Disclosure – Fulcrum Climate Change
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21 January, 2022
Fulcrum UCITS SICAV – Prospectus
Documents

UCITS Library

The UCITS Library provides key constitutional documentation we are required to provide to investors in order to meet our regulatory requirements. Please note that as of 31 December 2020, UK UCITS will no longer be available for purchase in any EU jurisdictions. The information on “UK UCITS” should not be considered promotional and only intends to service existing investors in these funds.