Fulcrum UCITS SICAV - Fulcrum Diversified Absolute Return Fund I GBP Inc (0P0001DH0U)

Overview

The Sub-Fund represents a sophisticated investment strategy that focuses on leveraging the opportunities presented by the volatility of global equity markets. This approach involves the utilization of a variety of derivative strategies to not merely participate in market movements but to specifically gain from their volatility. The core objective of the Sub-Fund is to generate persistent, attractive long-term returns for its investors. A distinctive aspect of this strategy is its predominant stance on being long on volatility, which indicates a belief or expectation that market volatility will increase, rather than betting directly on the direction of market prices. This focus on volatility rather than price direction is what sets the Sub-Fund apart, aiming to provide returns even in fluctuating market conditions.

Products and Services

• Derivative Strategies

  The Sub-Fund employs various derivative strategies aimed at capitalizing on the fluctuations in global equity markets. These derivatives may include futures, options, swaps, and other financial instruments that give the Sub-Fund exposure to equity market volatility. By carefully selecting and managing these instruments, the fund seeks to benefit from both upward and downward market movements, aiming to deliver value to its investors irrespective of broad market trends.

• Long Volatility Exposure

  A core component of the Sub-Fund's investment strategy is its focus on remaining predominantly long volatility. This strategy presumes that markets are prone to movements, and by positioning the fund to be favorable towards an increase in volatility, it seeks to profit from these fluctuations. The approach is designed to protect against market downturns and generate returns in both stable and unstable market environments, emphasizing the fund's commitment to achieving long-term attractive returns for its investors.