Fulcrum Equity Dispersion Fund – I USD KIID
15 March, 2022
Fulcrum Equity Dispersion Fund – I USD KIID
Fulcrum UCITS SICAV Annual Report – 31.12.20
15 March, 2022
Fulcrum UCITS SICAV Annual Report – 31.12.20
UK Stewardship Code Report – June 2021
10 March, 2022
UK Stewardship Code Report – June 2021
TM Fulcrum UCITS Funds Prospectus
27 January, 2022
TM Fulcrum UCITS Funds Prospectus
Fulcrum UCITS SICAV – Prospectus
21 January, 2022
Fulcrum UCITS SICAV – Prospectus
Modern Slavery Statement
14 January, 2022
Modern Slavery Statement
Equality, Diversity & Inclusion Statement
14 January, 2022
Equality, Diversity & Inclusion Statement
Fulcrum Asset Management LLP – RTS 28 – 2020
12 July, 2021
Fulcrum Asset Management LLP – RTS 28 – 2020
Fulcrum UCITS SICAV – UK Reporting Fund Status
01 July, 2021
Fulcrum UCITS SICAV – UK Reporting Fund Status
Engagement Policy
08 January, 2022
Engagement Policy
Remuneration Policy
08 January, 2022
Remuneration Policy
Fulcrum Proxy Voting Policy
08 January, 2022
Fulcrum Proxy Voting Policy
Privacy Policy
07 January, 2022
Privacy Policy
Fulcrum Infectious Disease Risk Mitigation Policy
07 January, 2022
Fulcrum Infectious Disease Risk Mitigation Policy
Conflicts of Interest Policy
07 January, 2022
Conflicts of Interest Policy
Fulcrum Responsible Investment Policy
05 January, 2022
Fulcrum Responsible Investment 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, as required by Article 10 of EU SFDR, can be found below:

Article 10 Disclosure – Fulcrum Climate Change
24 May, 2022
Article 10 Disclosure – Fulcrum Climate Change
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.