About FARIX
Fulcrum Diversified Absolute Return Fund Institutional Class is a mutual fund designed to deliver long-term absolute returns regardless of prevailing market conditions, making it a prominent offering in the liquid alternatives space. Its primary goal is to outperform bonds over rolling five-year periods, while maintaining a lower volatility profile compared to traditional equity markets and achieving returns that outpace inflation. The fund employs a diversified, multi-asset investment strategy, allocating across global equities, bonds, currencies, and commodities. This approach combines both discretionary and systematic strategies, supported by a tailored hedging overlay aimed at mitigating extreme downside risks. Notable for its low correlation and beta to both stocks and bonds, the fund plays a significant role in portfolio diversification, especially for institutional investors seeking to balance risk across various market environments. With over 1,000 individual holdings, including government securities, derivatives, currencies, and select equities, the fund is structured to provide stability and resilience through market cycles. Its institutional share class requires a substantial minimum investment and annual dividends, aligning with the needs of sophisticated investors and fiduciaries managing large portfolios.
Fund Family Fulcrum
Category Macro Trading
Performance Rating Above Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol FARIX
Share Class Institutional Class
Index ICE BofA US 3-Month T Bill TR IX
FARIX had a total return of 4.30% in the past year, including dividends. Since the fund's
inception, the average annual return has been 4.19%.
