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Fulcrum Commodity I GBP

Ranked 4 out of 4 in - Commodities over 12 months
All calculations are in GBP unless stated

Objective

The Fulcrum Commodity Fund is an absolute return fund that invests in non-deliverable commodity indices. The fund aims to capture secular trends in commodities and limit drawdowns during major commodity selloffs. Decisions are based on prices, volatility, fundamental factors and risk aversion.

Showing fund performance in United Kingdom View performance globally

Performance

Commodities over : 30/04/2017 - 30/04/2018
  • Rank 4/4 Total Return
  • Rank 3/4 Standard Deviation
  • Rank 3/4 Max Drawdown
Fund Name Currency Return
1 Wellington II Commodities GBP S Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

12.8%

2 Investec Enhanced Natural Resources A Acc Net GBP GBP

5.0%

3 Threadneedle (Lux)-Enhanced Commodities AGH

Currency exposure is hedged

Currency exposure is hedged

GBP

4.8%

4 Fulcrum Commodity I GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.9%

Fund Name Currency Risk
1 Threadneedle (Lux)-Enhanced Commodities AGH

Currency exposure is hedged

Currency exposure is hedged

GBP

5.7

2 Wellington II Commodities GBP S Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

7.1

3 Fulcrum Commodity I GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

7.4

4 Investec Enhanced Natural Resources A Acc Net GBP GBP

15.0

Fund Name Currency Loss
1 Wellington II Commodities GBP S Acc Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

-2.8%

2 Threadneedle (Lux)-Enhanced Commodities AGH

Currency exposure is hedged

Currency exposure is hedged

GBP

-3.3%

3 Fulcrum Commodity I GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

-5.7%

4 Investec Enhanced Natural Resources A Acc Net GBP GBP

-10.8%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -2.6%
2017 -8.2% -5.1% -5.8% 1.0% 1.7%
2016 -2.6% -1.9% 3.7% -1.7% -2.6%
2015 -3.9% -0.1% -2.3% -1.1% -0.4%
2014 -10.3% -3.8% 0.2% -5.3% -1.8%
2013 -0.1% -2.3% 5.3% -3.2% 0.2%
2012 -5.8% 0.4% 0.7% -1.4% -5.5%
2011 2.4% 4.3% -1.6% -2.9% 2.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Luxembourg
  2. United Kingdom

Fund Info

  • Launch date29/10/2010
  • Share Class size00Mn
  • Base currencyGBP
  • ISIN LU0554755982
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment10,000

Charges

  • Annual management1.50%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).