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Diversified, Risk Managed Investments

We manage a range of diversified multi-asset strategies with dynamic asset allocation across equities, fixed income, currencies, commodities and alternative assets. The funds aim to deliver attractive risk-adjusted real returns with lower volatility than equity markets.

Dual focus: Central to our investment philosophy is a dual focus on diversification and risk management - capturing market upside is as important as protecting against significant market corrections.

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Fulcrum Climate Change Fund

Our Fulcrum Climate Change Fund is designed to provide diversified exposure to the global equity market while being aligned with the Paris Agreement's below-2-degrees temperature target.

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Fulcrum Thematic Equities Market Neutral Fund

The Fulcrum Thematic Equity Market Neutral Fund provides strictly beta-neutral exposure to long-term fundamental themes in the global equity markets.

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STRATEGIES

DIVERSIFIED CORE ABSOLUTE RETURN

Multi-asset strategy targeting absolute returns of inflation  plus 3-5%. The strategy invests globally across equity, fixed income, currency and commodity markets and in alternative strategies.

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DIVERSIFIED ABSOLUTE RETURN

Multi-asset strategy targeting absolute returns of inflation  plus 3-5%. The strategy invests globally across equity, fixed income, currency and commodity markets and in alternative strategies, some of which are managed by external managers.

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INCOME

Aims to generate an annual income of 4.5% above the Bank of England Base Rate regardless of market conditions. In addition, the Fund aims to preserve capital through aiming to control volatility to be less than half the volatility of the equity markets over rolling three year periods.

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