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What's New In Investments, Funds? - Fulcrum Asset Management, Moola

Editorial Staff

5 February 2018

Moola
has launched the Fulcrum Income Fund.

The fund 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.

It will be managed by a research and investment team of 27. 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.