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Capabilities

Capabilities

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

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Temple
Macro &
Multi-Asset
Three Gears
Risk Premia
Shield
Alternative
Solutions
Connection to web
Thematic
Equities
Worldwide
Climate-Aligned
Investing
  • Macro & Multi-Asset
  • Risk Premia
  • Alternative Solutions
  • Thematic Equities
  • Climate-Aligned Investing
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  • Macro & Multi-Asset
  • Risk Premia
  • Alternative Solutions
  • Thematic Equities
  • Climate-Aligned Investing
Funds
  • Fund Centre
  • TM Fulcrum Diversified Absolute Return Fund
  • TM Fulcrum Diversified Core Absolute Return Fund
  • Fulcrum Diversified Absolute Return Fund
  • TM Fulcrum Diversified Growth Fund
  • TM Fulcrum Income Fund
  • Fulcrum Fixed Income Absolute Return Fund
  • Fulcrum Climate Change Fund
  • Fulcrum Thematic Equity Market Neutral Fund
  • Fulcrum Equity Dispersion Fund
  • Fulcrum Risk Premia Fund
  • Fulcrum Multi Asset Trend Fund
  • TM Fulcrum Diversified Liquid Alternatives Fund
  • Fulcrum Alternative Managers Fund
Menu
  • Fund Centre
  • TM Fulcrum Diversified Absolute Return Fund
  • TM Fulcrum Diversified Core Absolute Return Fund
  • Fulcrum Diversified Absolute Return Fund
  • TM Fulcrum Diversified Growth Fund
  • TM Fulcrum Income Fund
  • Fulcrum Fixed Income Absolute Return Fund
  • Fulcrum Climate Change Fund
  • Fulcrum Thematic Equity Market Neutral Fund
  • Fulcrum Equity Dispersion Fund
  • Fulcrum Risk Premia Fund
  • Fulcrum Multi Asset Trend Fund
  • TM Fulcrum Diversified Liquid Alternatives Fund
  • Fulcrum Alternative Managers Fund
Research
Gavyn Davies on Macro
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25 April, 2022
Global markets driven by a huge real monetary shock
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Fulcrum Blog
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14 March, 2023
Adjusting the resolution: reflections on the 2022 proxy 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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Investor Types
Investor types

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.

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Important Information
Important Information
We have made available a range of regulatory documentation for your convenience.
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Responsible Investing
About Us
News
News

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

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About Us
About Us

We focus on providing investment solutions that are aligned with our clients’ risk appetite to deliver returns in the broadest range of market environments.

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Investment Philosophy
Investment Philosophy

Our investment approach is guided by theory, backed by empirical evidence and unconstrained by traditional benchmarks.

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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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Fulcrum
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