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TM Fulcrum Diversified Growth GBP A

Ranked 47 out of 390 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Objective

The aim of the Fund is to achieve long-term capital appreciation while attempting to minimise downside risk. The policy of the Fund is to gain exposure to one or more of the following asset classes: fixed income, cash, near cash, deposits, equities and property related securities. This will be achieved either through investment in collective investment schemes or through direct investment in accordance with FSA Rules.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -1.4%
2017 7.0% 1.3% 1.0% 1.7% 2.9%
2016 -0.4% -3.2% -1.0% 2.2% 1.6%
2015 0.5% 5.6% -0.9% -5.2% 1.4%
2014 2.1% -0.5% 1.1% 1.1% 0.5%
2013 15.9% 5.7% 2.2% 3.2% 3.9%
2012 8.5% 7.3% -4.0% 4.1% 1.2%
2011 -7.2% 1.8% -2.4% -7.4% 0.9%
2010 6.5% 1.9% -1.6% 1.8% 4.5%
2009 9.4% -4.8% 2.8% 8.7% 2.8%
2008 -19.4% -5.5% 0.7% -7.2% -8.8%
2007 5.7% 0.3% 4.7% -1.3% 1.9%
2006 4.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date10/07/2006
  • Share Class size00Mn
  • Base currencyGBP
  • ISIN GB00B17PF983

Purchase Info

  • Min. initial investment5Mn
  • Min. regular additional investment0

Charges

  • Annual management1.20%
  • Initial investment1.2

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