Fulcrum Funds
£2.0B combined fund size · 1 asset classes · average OCF 1.09%.
How Fulcrum funds have returned on average.
Average 1Y return to September 2026 end, GBP net total return.
Source: FE fundinfo. Past performance is not a reliable guide to future returns.
No composite is available for this category yet.
Fulcrum funds are covered on Funds Benchmark, with £2.0B in combined fund size, in GBP (funds that disclose size). The range is concentrated in Multi-asset. The average ongoing charge (OCF) across the range is 1.09%. Every fund below links to a detail page with its latest price, performance over 1Y / 3Y / 5Y where available, fees and holdings, comparable side by side against benchmark and peers.
Next: Screen Fulcrum funds in Find Funds or browse all Fulcrum funds.
Asset class mix
- Multi-asset100.0%
Largest Fulcrum funds
Top Fulcrum funds by assets under management, one share class per fund.
Fulcrum holdings
No position is among the ten largest holdings of three or more of these funds.
Shown when at least 3 funds have the top position among their ten largest holdings. Bar: average weight among those funds.
Fulcrum funds by 1Y return
| Fund | 1Y return | Fund size (GBP) | OCF |
|---|---|---|---|
| Fulcrum - Diversified Absolute RetAU60ETL04248 | ▲ +13.4% | £753.2M | |
| Fulcrum Diversified Absolute Return FundLU1551069138 | ▲ +0.8% | £1.2B |
Fund data from FE fundinfo. Past performance is not a reliable guide to future returns. Funds Benchmark provides information only and does not give investment advice.
All Fulcrum funds (2)
Multi-asset (2)
Compare Fulcrum funds side by side
See every Fulcrum fund in one place, then pick up to 5 to compare on performance, holdings and fees.
About Fulcrum
Where can I find Fulcrum fund prices and factsheets?
Every Fulcrum fund's detail page on Funds Benchmark shows its latest price (NAV), performance, ongoing charge, fund size and holdings where available. The data comes from FE fundinfo and is shown alongside the fund's benchmark and peers.
Which Fulcrum funds does Funds Benchmark cover?
Funds Benchmark covers the Fulcrum funds listed on this page, grouped by asset class. Funds differ in domicile and legal structure, and whether you can buy a given fund depends on your country, your platform and the fund's own documentation. Check each fund's details before investing.
What asset classes does Fulcrum cover?
Fulcrum's largest group on Funds Benchmark is Multi-asset. The groups are listed in the all funds section on this page, and you can filter the firm's funds by asset class in the Fund Finder.
How are Fulcrum funds rated against peers?
Open any Fulcrum fund's detail page to see how it compares with peers where peer data is available, along with performance over 1Y / 3Y / 5Y where available, risk metrics such as volatility, Sharpe ratio and maximum drawdown where available, and its holdings. Performance data is from FE fundinfo. Past performance is not a reliable guide to future returns.
What's the average fee on Fulcrum funds?
Across the funds we cover, the average ongoing charge (OCF) is 1.09%. Individual share classes vary, so check the OCF on each fund's page.
Where can I see Fulcrum's top-performing funds?
The table on this page shows up to 30 Fulcrum funds ordered by 1 year return. Past performance is not a reliable guide to future returns. The Fund Finder lets you filter Fulcrum funds and compare them with funds from other managers by performance, fees and asset class.