Fulcrum Alternative Strategies aims to make investments across real assets, alternative credit and diversifiers.
The Fulcrum Alternative Strategies Team develops solutions that are designed to offer diversification from core bond and equity markets. Our solutions span the full liquidity spectrum from daily dealing funds to illiquid co-investments.
Our investment process has been developed with the following guiding principles:
The Diversified Liquid Alternatives Strategy provides broad exposure across Real Assets, Alternative Credit and Diversifiers with daily liquidity and no performance fees.
The Strategy aims to achieve capital appreciation over the long-term with a low correlation to broad equity and fixed income markets by allocating to alternative asset managers pursuing diverse investment strategies globally within UCITS guidelines.
For materials in relation to AIFs: This material is being issued in the United Kingdom by the AIFM and/or is directed only at persons who are professional investors for the purposes of the Alternative Investment Fund Managers Regulations 2013 and is accordingly exempt from the financial promotion restriction in Section 21 of the Financial Services and Markets Act 2000 (“FSMA”) in accordance with regulation 29(3) of the FSMA (Financial Promotions) Order 2005. The opportunity to invest in the Fund is only available to such persons in the United Kingdom and this material must not be relied or acted upon by any other persons in the United Kingdom. For materials in relation to UCITS: This material is being issued in the United Kingdom by EEA UCITS Investment Manager, and/or is directed at, persons to or at whom it may lawfully be issued or directed under the Financial Services and Markets Act 2000 (Financial Promotion) Order 2005 including persons who are authorised under FSMA (“authorised persons”), certain persons having professional experience in matters relating to investments, high net worth companies, high net worth unincorporated associations or partnerships, trustees of high value trusts and persons who qualify as certified sophisticated investors. The interests are only available to such persons in the United Kingdom and this material must not be relied or acted upon by any other persons in the United Kingdom.