Guided by innovative macro research, a disciplined investment process and effective risk management, we aim to be our clients’ most trusted investment partner.
Founded in 2004
Strategies
Diversified Absolute Return
Investment Objective: The Sub-Fund seeks to achieve long-term absolute returns of 3% to 5% over the SOFR interest rate in all market conditions over rolling five-year annualised periods, with lower volatility than equity markets. In doing so the Sub-Fund aims to achieve a positive return on a rolling three-year basis. However, a positive return is not guaranteed, and a capital loss may occur.
Other Strategies
- Climate Change
- Diversified Liquid Alternatives
- Equity Dispersion
- Income
- Multi Asset Trend
- Thematic Equity Market Neutral
- Artificial Intelligence and Innovation
Varied, depending on jurisdiction. Also available as separately managed accounts
About Fulcrum
About Fulcrum
Fulcrum is a highly innovative, independent asset manager. Our heritage in macro strategies and research remains central to our business today and we have gradually evolved to have three principle capabilities: Discretionary Strategies, Alternative Solutions and Quantitative Strategies.
All three are underpinned by our belief in investment innovation and supported by our macro foundations. As partners we developed our mission statement together to reflect the importance of our clients and the integrity of our investment approach: “Guided by innovative research, a disciplined investment process and effective risk management, we aim to be our clients’ most trusted long-term partner."
- A disciplined balance of innovative research and leading risk management
- Offering clients returns that are complementary to traditional equities and bonds
- Diversified Absolute Return strategy launched in 2008
- Total assets under management over $10.1bn (as at 31st May 2026)
Committed to ESG
Committed to ESG
Fulcrum are strong supporters of initiatives that create a more sustainable world. Incorporating sustainability considerations into the investment decision making processes, where it is possible and sensible to do so, is an important step towards promoting environmentally and socially responsible practices in the finance industry.
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