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Fulcrum
Capabilities

Capabilities

Fulcrum is an independently owned asset management firm with five core capabilities: Macro & Multi-Asset, Risk Premia, Alternative Solutions, Thematic Equities and Responsible Investing.

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Temple
Macro &
Multi-Asset
Three Gears
Risk Premia
Shield
Alternative
Solutions
Connection to web
Thematic
Equities
Worldwide
Responsible
Investing
  • Macro & Multi-Asset
  • Risk Premia
  • Alternative Solutions
  • Thematic Equities
  • Responsible Investing
Menu
  • Macro & Multi-Asset
  • Risk Premia
  • Alternative Solutions
  • Thematic Equities
  • Responsible Investing
Funds
  • Fund Centre
  • Fulcrum Diversified Absolute Return Fund
  • Fulcrum Income Fund
  • Fulcrum Fixed Income Absolute Return Fund
  • Fulcrum Risk Premia Fund
  • Fulcrum Multi Asset Trend Fund
  • Fulcrum Equity Dispersion Fund
  • Fulcrum Thematic Equity Market Neutral Fund
  • Fulcrum Climate Change Fund
Menu
  • Fund Centre
  • Fulcrum Diversified Absolute Return Fund
  • Fulcrum Income Fund
  • Fulcrum Fixed Income Absolute Return Fund
  • Fulcrum Risk Premia Fund
  • Fulcrum Multi Asset Trend Fund
  • Fulcrum Equity Dispersion Fund
  • Fulcrum Thematic Equity Market Neutral Fund
  • Fulcrum Climate Change Fund
Research
Gavyn Davies on Macro
Fulcrum Blog
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23 May, 2022
Proxy Preview: Fulcrum’s votes at key AGMs this season
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White Papers
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21 February, 2022
The tracking error error: why climate alignment calls for bolder steps
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Academic Research
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01 January, 2021
Unconventional Monetary Policy and the Portfolio Choice of International Mutual Funds
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Investing with us
Investing with us
Investing with us

We have a strong history of working with clients on segregated client solutions as well as pooled funds and our focus is on providing exceptional client service to help you meet your investment aims.

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Fund Literature Library
Fund Literature Library

We have a range of funds designed to reflect our clients’ risk appetite and to deliver returns in the broadest range of market environments.

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Important Information
Important Information

We have made available a range of regulatory documentation for your convenience.

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About us
News
News

Recent news from Fulcrum, including product launches, and corporate anouncements.

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About Us
About Us
Fulcrum is a global asset manager focused on uncovering investment opportunities wherever they are.
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Investment Philosophy
Investment Philosophy

In search of investment opportunities, wherever they are. Guided by economic theory, backed by empirical research and committed to delivering on our clients’ objectives

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Corporate Responsibility
Corporate Responsibility

Fulcrum has made a firm commitment to being a responsible investor and to actively consider clients’ sustainability objectives.

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Our People
Our People

Fulcrum is an experienced, stable, multi-disciplinary team whose senior members have complementary strengths and are supported by a strong team of research investment professionals.

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Partnering with You
Partnering with You

Fulcrum offers a range of compelling investment capabilities, and has over 15 years of experience developing and delivering customised solutions for our clients.

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