For professional use only, not suitable for retail investors. This recording contains general information only and is not intended to represent specific investment or professional advice. The information does not take into account an individual’s personal financial circumstances, objectives or needs.
The Fulcrum Diversified Investments Fund is classified as a hedge fund in accordance with the Australian Securities and Investments Commission, Regulatory Guide 240 ‘Hedge funds: Improving disclosure’. This classification is based on the fact that the Fund currently exhibits two or more characteristics of a hedge fund, being:
• complexity of investment strategy or structure;
• use of leverage;
• use of derivatives;
• use of short selling;
• charges a performance fee.
Before making an investment decision, you should consider obtaining professional investment advice that takes into account your personal circumstances and should read the current target market determination and offer document before making an investment decision to acquire or to continue to hold units in the Fund. Past performance is not indicative of future performance.