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Fulcrum Multi Asset Trend Z GBP

Ranked 6 out of 17 in - Managed Futures over 12 months
All calculations are in GBP unless stated

Objective

To generate long term capital appreciation in the value of its assets by gaining exposure to certain trends through the use of systematic trading strategies that seek to primarily invest in liquid assets.

Showing fund performance in United Kingdom View performance globally

Performance

Managed Futures over : 31/12/2016 - 31/12/2017
  • Rank 6/17 Total Return
  • Rank 8/17 Standard Deviation
  • Rank 9/17 Max Drawdown
Fund Name Currency Return
4 Man AHL Diversity Alternative DN H GBP Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

9.4%

5 Lyxor/WNT Fund I GBP GBP

7.0%

6 Fulcrum Multi Asset Trend Z GBP GBP

6.9%

7 DB Platinum IV Systematic Alpha I1C-G GBP

6.8%

8 Goldman Sachs Alternative Trend Pf R GBP-H

Currency exposure is hedged

Currency exposure is hedged

GBP

5.6%

Fund Name Currency Risk
6 SEB 1 Asset Selection C (H-GBP) GBP

5.6

7 MS Long Term Trends B UCITS GBP Acc GBP

6.3

8 Fulcrum Multi Asset Trend Z GBP GBP

6.7

9 DB Platinum IV Systematic Alpha I1C-G GBP

7.3

10 Garraway Financial Trends A-GBP

Currency exposure is hedged

Currency exposure is hedged

GBP

7.8

Fund Name Currency Loss
7 Man AHL Diversity Alternative DN H GBP Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

-3.0%

8 MS Long Term Trends B UCITS GBP Acc GBP

-3.3%

9 Fulcrum Multi Asset Trend Z GBP GBP

-3.8%

10 Man AHL Trend Alternative DNY H GBP Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

-3.8%

11 FundLogic Quantica Managed Futures UCITS B1 GBP GBP

-4.0%

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 6.9% 3.8% -2.9% -0.9% 7.0%
2016 -2.8% 0.1% 1.5% 3.2% -7.3%
2015 -10.1% 5.6% -1.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Luxembourg
  2. Switzerland
  3. United Kingdom

Fund Info

  • Launch date26/01/2015
  • Share Class size17Mn
  • Base currencyGBP
  • ISIN LU1162216326

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.00%

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