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Fulcrum Diversified Abslt Ret Spr Instl FARYX

Rating as of
NAV / 1-Day Return
9.76  /  0.00
Total Assets
108.7 Mil
Adj. Expense Ratio
1.060%
Expense Ratio
1.060%
Fee Level
Below Average
Longest Manager Tenure
6.22 years
Category
Macro Trading
Alt Style Correlation / Relative Volatility
High / Medium
Min. Initial Investment
25,000,000
Status
Open
TTM Yield
4.15%
Turnover
13%
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Morningstar’s Analysis

Will FARYX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

AMP Announces the Retirement of Debbie Alliston, the CIO of Multi-Asset Group

Analyst Note

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On 11 May 2021, AMP Capital announced that Debbie Alliston, the CIO of AMP Capital’s Multi-Asset Group, will be retiring in July this year. Alliston has been with AMP Capital since 2011 and took over as CIO in May 2019 after Sean Henaghan stepped down. Alliston will be replaced by Anna Shelley, who will commence on 12 July. While we are disappointed to see Alliston go, this doesn’t change our view of the underlying strategies, and therefore we retain our ratings across the AMP Capital Multi-Asset suite under coverage. We will continue to monitor the corporate developments on the portfolio review within AMP Capital after negotiations to form a joint venture between AMP Capital’s private market businesses and Ares Management Corporation failed.

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