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Fulcrum Diversified Absolute Ret I $ Acc (0P0001C1J1)

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Fulcrum Diversified Absolute Ret I $ Acc

767 Third Avenue

0016468376110
Management Information
,Lead Manager since January 31, 2017
Suhail is Fulcrum’s Chief Investment Officer and a member of the Fulcrum Investment Team. Prior to joining the firm in 2005, Suhail spent five years in the Investment Management Division of Goldman Sachs. Suhail has a MSc in Management from the London School of Economics & Political Sciences (2000) and he has been a CFA charterholder since 2003.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryN/A
Fund FamilyFulcrum Asset Management LLP
Net AssetsN/A
YTD Return5.71%
Yield0.00%
Morningstar Rating★★★★
Inception DateJul 11, 2022

Fund Operations

Last DividendN/A
Last Cap GainN/A
Holdings TurnoverN/A
Average for CategoryN/A

Fees & Expenses

Expense0P0001C1J1Category Average
Annual Report Expense Ratio (net)0.00%N/A
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/AN/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A