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Fulcrum Asset Management launches Fulcrum Income Fund


Fulcrum Asset Management (Fulcrum) has launched the Fulcrum Income Fund (the Fund), which 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.

A UK-domiciled UCITS daily dealing OEIC, the fund will draw on Fulcrum’s 27-strong research and investment team of macroeconomic and asset class specialists. 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. 
Matthew Wright (pictured), director of sales and marketing at Fulcrum, says: “The fund has attracted strong interest from investors. Demand for alternative income continues apace as the growing population of retirees and those nearly there means an increased need for decumulation strategies. The fund’s monthly income option is also appealing.
“The Fulcrum Income Fund harnesses and pulls together Fulcrum’s expertise in macro investments and its rigorous risk management processes but with a focus on a compelling level of yield.  We have particular expertise in both discretionary strategies and option writing, which will be central to securing yield and has always been a core discipline for us.” 

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