Fulcrum Investment Team

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Manager factsheet

Fulcrum Investment Team
TUTMAN LLP, Fulcrum Asset Management, ONE Fund Management S.A.
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Annualised total return over 18.5 years

+1.7%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Fulcrum Investment Team	7.3	15.4	27.3	27.1	30.9
Peer Group Composite	8.8	10.2	21.1	22.4	37.5
Over / Under	-1.5	5.2	6.2	4.7	-6.6

Total return for Fulcrum Investment Team

Rolling Alpha Quartile:

Discrete three year periods

Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.


Quartile 1
Quartile 2
Quartile 3
Quartile 4

61-97m

73-109m

85-121m

97-133m

109-145m

Discrete calendar year performance : Fulcrum Investment Team

Discrete performance

	0-12m	12-24m	24-36m	36-48m	48-60m	60-72m	72-84m	84-96m	96-108m	108-120m

Fulcrum Investment Team	7.3	-1.5	9.2	5.9	4.5	3.8	-3.7	0.2	7.8	-4.7
Peer Group Composite	8.8	1.0	0.2	5.9	3.8	2.6	-1.5	4.1	8.4	-0.5
Over / Under	-1.5	-2.5	9.0	0.0	0.7	1.2	-2.2	-3.9	-0.6	-4.2

Performance vs peer group composite: Fulcrum Investment Team

How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.

Overall markets

Outperformed peer group composite

3 years

out of a possible 10

Overall markets

Underperformed peer group composite

7 years

out of a possible 10

Rising markets

Outperformed peer group composite

3 years

out of a possible 8

Falling markets

Outperformed peer group composite

0 years

out of a possible 2

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

TM Fulcrum Diversified Growth	Lead manager	UT Flexible Investment	since Jul 07 2006 to present
Fulcrum Fixed Income Absolute Return	Lead manager	FO Fixed Int - Global	since Oct 29 2010 to present
TM Fulcrum Diversified Absolute Return	Lead manager	UT Targeted Absolute Return	since Mar 26 2012 to present
TM Fulcrum Diversified Core Absolute Return	Lead manager	UT Targeted Absolute Return	since Nov 27 2014 to present
Fulcrum Multi Asset Trend	Lead manager	FO Hedge/Stru Prod - Mixed	since May 01 2015 to present
Fulcrum Diversified Absolute Return	Lead manager	FO Absolute Return	since Feb 01 2017 to present
TM Income	Lead manager	UT Targeted Absolute Return	since Jan 31 2018 to present
Climate Change	Lead manager	FO Equity - Ethical	since Aug 03 2020 to present

Funds managed previously

Fund	Periods

Fulcrum Diversified Growth	since Dec 31 2006 to Feb 01 2021
Fulcrum Risk Premia	since Mar 04 2009 to May 15 2017
Fulcrum Commodity	since Oct 29 2010 to fund close