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. We would be delighted to work with you or your clients in order to help them meet their investment objectives. 

For further information and to talk about our portfolio management teams, investment processes, client reporting and services in more detail, please contact Fulcrum’s Investor Relations at [email protected] and one of our team will get in touch to discuss your investment needs. Having chosen to partner with us, the most important stage is to set up an account to ensure the administrative dealing process is as safe and as smooth as possible. We would be delighted to help you with recognised investment platforms, nominees and application procedures.

INVEST

Platform Availability

Many of our clients manage their investments through a broad range of recognised third party platforms. We have spent many years working with these recognised platforms through which a wide range of our funds can now be accessed. Please speak to your platform provider or contact Fulcrum Investor Relations for further details and we will be very happy to help.

Documents

Fund Literature

Prospectuses, KIIDs, Annual Reports etc can be found in our Fund Literature Library.

Investor types

Pension Schemes, Charities, Endowments and Foundations

We have been working in close partnership with a wide range of institutional investors since our formation in 2004. Clients are at the centre of everything we do, and we recognise and value the trust clients place in us to help them meet their investment objectives.

Regulatory Disclosures

Important Information

The regulatory disclosures and policies of Fulcrum can be accessed here.

Fulcrum Responsible Investment Policy
08 March, 2021
Fulcrum Responsible Investment Policy
Fulcrum Infectious Disease Risk Mitgation Policy
08 September, 2020
Fulcrum Infectious Disease Risk Mitgation Policy
Pillar III Disclosure Statement
08 January, 2019
Pillar III Disclosure Statement