Our Diversified Absolute Return Fund is an unconstrained portfolio that aims to achieve positive real returns across the economic cycle, with lower volatility than equity markets. The objective of the fund is to generate returns of inflation plus 3-5% per annum over a rolling five-year period. The only difference in terms of approach between this fund and the Diversified Core Absolute Return Fund is that this fund also invests in external funds.

The Funds focus is on generating stable returns and avoiding large losses in times of market stress. A cap on the portfolios predicted volatility helps ensure greater stability. Our focus on diversification and risk management enables our strategy to provide a stable risk profile, minimise losses, and shorten the recovery period from peak-to-trough drawdowns. This investment philosophy is ingrained throughout Fulcrum.

Our unconstrained and benchmark-free approach allows us to dynamically allocate and hedge against the most significant adverse outcomes and generate superior risk-adjusted returns.

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Subject always to the foregoing notice in respect of the EEA, this material may be issued in the United Kingdom by the AIFM and/or EEA UCITS Investment Manager directed at, only persons to or at whom it may lawfully be issued or directed under the Financial Services and Markets Act 2000 (Financial Promotion) Order 2005 including persons who are authorised under the Financial Services and Markets Act 2000 (FSMA), certain persons having professional experience in matters relating to investments, high net worth companies, high net worth unincorporated associations or partnerships, or trustees of high value trusts or persons who qualify as certified sophisticated investors. The shares are only available to such persons in the United Kingdom and this material must not be relied or acted upon by any other persons in the United Kingdom.

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