The role of Fulcrum Diversified Absolute Return Fund in an investment portfolio



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Fulcrum Diversified Absolute Return Fund (DAR) seeks to provide investment outcomes that are complementary to those from traditional asset classes, with a focus on delivering absolute returns in the broadest possible range of market environments. It can help diversify your portfolio and seeks to protect from downside risk.

DAR aims to help clients generate medium to long-term (3-5 years) returns in excess of cash and inflation, with the strategy investing globally in a wide variety of highly liquid uncorrelated return streams.

Risk management is central to our approach, and specifically, we seek to limit volatility and performance drawdowns to acceptable levels so that clients can maintain an appropriately long investment horizon and avoid common behavioral mistakes that stem from unexpected volatility.

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Mutual fund investing involves risk. Principal loss is possible. The Fund’s investment objectives, risks, charges, and expenses must be considered carefully before investing. The prospectus and summary prospectus contain this and other important information about the investment company, and it may be obtained by calling 1.855.538.5278, or visiting www.fulcrumassetfunds.com. Read them carefully before investing.

The Fulcrum Diversified Absolute Return Fund is distributed by Northern Lights Distributors, LLC.

Any views and opinions expressed are for informational and/or similarly educational purposes only and are a reflection of the author’s best judgment, based upon information available at the time obtained from sources believed to be reliable and providing information in good faith, but no responsibility is accepted for any errors or omissions. Charts and graphs provided herein are for illustrative purposes only. The information contained herein is only as current as of the date indicated, and may be superseded by subsequent market events or for other reasons. Some of the statements may be forward-looking statements or statements of future expectations based on the currently available information. Accordingly, such statements are subject to risks and uncertainties. For example, factors such as the development of macroeconomic conditions, future market conditions, unusual catastrophic loss events, changes in the capital markets and other circumstances may cause the actual events or results to be materially different from those anticipated by such statements. In no case whatsoever will Fulcrum be liable to anyone for any decision made or action taken in conjunction with the information and/or statements in this press release or for any related damages.  Reproduction of this material in whole or in part is strictly prohibited without prior written permission of Fulcrum Copyright ©  Fulcrum Asset Management LLP 2024. All rights reserved.

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