Bringing you live news and features since 2013
Bringing you news, views and analysis since 2013

26841

Fulcrum Asset Management launches Fulcrum Income Fund

RELATED TOPICS​

Fulcrum Asset Management (Fulcrum) has launched the Fulcrum Income Fund (the Fund), which aims to generate a net annual yield of 4.5 per cent in excess of Bank of England base rates through exposure to a globally diversified portfolio of liquid assets.

A UK-domiciled UCITS daily dealing OEIC, the fund will draw on Fulcrum’s 27-strong research and investment team of macroeconomic and asset class specialists. It will invest across all major liquid markets and sectors, aiming to balance total return and income generation, using cost-effective implementation. Its yield will principally be derived from investments in equities, bonds, credit, REITS and option premia.
 
Risk will be managed by a variety of measures including risk contribution limits on asset classes to combine the generation of income with a strong focus on capital stability. 
 
Matthew Wright (pictured), director of sales and marketing at Fulcrum, says: “The fund has attracted strong interest from investors. Demand for alternative income continues apace as the growing population of retirees and those nearly there means an increased need for decumulation strategies. The fund’s monthly income option is also appealing.
 
“The Fulcrum Income Fund harnesses and pulls together Fulcrum’s expertise in macro investments and its rigorous risk management processes but with a focus on a compelling level of yield.  We have particular expertise in both discretionary strategies and option writing, which will be central to securing yield and has always been a core discipline for us.” 

Latest News

EFAMA has commented on today’s vote by the European Parliament in favour of a new..
Morgan Stanley Investment Management (MSIM) has announced the launch of the MS INVF Systematic Liquid..
Confidence in the continuing strength of bitcoin and Ethereum is driving wider interest in altcoins..

Related Articles

n response to the increased attention to climate change risk, institutional investors, asset managers, and asset owners in the US are committed to implementing a variety of measures to address climate change and reach their net-zero goals, according to Cerulli Associates...
n response to the increased attention to climate change risk, institutional investors, asset managers, and asset owners in the US..
Lord Hollick, House of Lords
A House of Lords committee has raised “significant concerns” over the role of UK regulators, their ability to operate with genuine independence from government and how they are held to account...
A House of Lords committee has raised “significant concerns” over the role of UK regulators, their ability to operate with..
Rob Edwards, Morningstar
The complexities of assessing performance from responsible investment strategies have been laid bare after Morningstar’s ESG indices delivered a mixed bag in 2023...
The complexities of assessing performance from responsible investment strategies have been laid bare after Morningstar’s ESG indices delivered a mixed..
David Vieira, JTC Group
Investment trusts are the latest sector of the financial services industry to come under fire for failing to cater adequately for responsible investors...
Investment trusts are the latest sector of the financial services industry to come under fire for failing to cater adequately..
Subscribe to the Institutional Asset Manager newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by