London, 1 May 2018 – Fulcrum Asset Management announces the launch of the Fulcrum Diversified Liquid Alternatives Fund, an unconstrained portfolio investing across real assets, alternative credit and diversifiers. The Fund has a target return of cash +4% per annum over rolling 5-year periods with lower volatility than equity markets. The Fund offers daily liquidity with no performance fees.
The UK-domiciled daily dealing NURS fund will invest in collectives, as well as direct investments and is the first fund to be launched by the new Fulcrum Alternative Strategies team, drawing on long experience of managing portfolios of third-party long-only and hedge fund strategies. The dedicated team is led by Matthew Roberts who joined Fulcrum in January 2018. They will be supported by Fulcrum’s 27-strong research and investment team.
The Fulcrum Diversified Liquid Alternatives Fund will offer exposure to liquid alternatives for DC and DB pension schemes, endowments and foundations as well as for wealth, private bank and family office clients.
Commenting on the launch, Matthew Roberts, Partner, Fulcrum Alternative Strategies, said:
“The demand for liquid alternative strategies is growing as investors are seeking greater diversification and risk-adjusted returns. We will be nimble to innovative new investment ideas and will generally hold our investments for a long time. We also have an objective approach to implementation and have structured the fund with a flat fee as we believe this is very important for our clients.”
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.