Fulcrum Income Fund (INC LUX)
An unconstrained portfolio targeting an enhanced monthly income yield regardless of underlying market conditions.
INVESTMENT OBJECTIVES
Investment Universe
Equities
- Developed Markets
- Emerging Markets
- Themes
Fixed Income
- Developed Markets
- Emerging Markets
- Themes
Currencies
- Developed Markets
- Emerging Markets
- Themes
Commodities
- Agriculture
- Energy
- Industrials
- Livestock
- Materials
- Metals
- Precious Metals
Diversifying Strategies
- Trend
- Carry
- Risk Premia
investing
Key Differentiators
- Income: Fund is meeting a specific investor need with a well targeted portfolio structure
- Quality and Stability of Team: we are an experienced and stable team that has worked together for nearly two decades
- Repeatable Process: we follow a robust and dynamic investment process that is not reliant on luck
- Performance Focus: we have delivered strong risk-adjusted returns with a low correlation to equities
- Portfolio Breadth: our approach is highly diversified across strategies, time horizons, asset classes and geographies
- Effective Risk Management: our risk-management process seeks to deliver return asymmetry
- Culture of Excellence: we are at the knowledge frontier in all areas that impact our investment strategies
Investment Philosophy
While many investors have historically generated their income from traditional long only balanced portfolios, there is a move to funds looking to generate income from a much more diversified asset base. The Income Fund generates part of its income from bond coupons and equity dividends with the balance being generated through option premia. We have nearly two decades of experience of in such strategies and the Fund has navigated the past periods of volatility with particular attention to avoiding the obvious risks.
Investment Process
Three Building Blocks
Consistency
Breadth
Academic Rigour
Multidisciplinary
Responsible Investment
We strive to integrate responsible investing wherever it is possible to make a meaningful difference. In the case of this fund, this naturally leads us to our equity investments, a significant portion of which are in climate-aligned companies. Tackling climate change is a strategic focus for our firm and we leverage our growing capability in this area, including responsible stewardship and direct engagement with the companies we own as well as indirect, collaborative engagement through industry groups.
Collaborating
Leveraging Fulcrum Capabilites
Our investment approach is rooted in academic rigour and analytical tenacity.
Macro &
Multi-Asset
Risk Premia
Alternative
Solutions
Thematic
Equities
Responsible
Investing
The Team
Fulcrum’s Senior Investment Team is responsible for setting the investment strategy and they are supported by a team of economists, strategists and analysts who regularly assess the economic environment, market valuations, behavioural biases and the political landscape.
Contact Us
If you have any questions, do contact us and we would be happy to have a chat.
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