IN THE BACK
Fulcrum Diversified Absolute Return
Evelyn Partners ’ James Burns says this fund can continue to eke out solid returns even if market conditions remain tricky
There is a lot happening in markets at the moment , with inflation concerns wreaking havoc on both bonds and equities . However , the volatility we are experiencing throws up opportunities , and the absolute return space has shone a small ray of sunlight on investors in what has been a difficult year . Although we are not overly pessimistic , we continue to believe that it makes sense to maintain a decent allocation to funds that should eke out solid returns even if conditions continue to be tricky . With this in mind , we have just added the Fulcrum Diversified
Absolute Return fund to our Active Managed Portfolio Service range .
Hedging your bets This is a multi-asset discretionary macro hedge fund that seeks to consistently generate attractive riskadjusted returns with low volatility . It has a strong focus on capital preservation while maintaining upside exposure . The management team takes an unconstrained approach across a wide-ranging investment universe , covering all major liquid markets and sectors to implement its top-down views . These include developed and emerging equity and
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