TM Fulcrum Diversified Liqd Alts CGBPAcc (FUND:BFYN980) - Fund price

Fund Report

TM Fulcrum Diversified Liquid Alternatives Fund Class C GBP Accumulation

Name of CompanyTUTMAN LLP
Fund CompanyThesis
AddressExchange Building,St Johns Street,Chichester,PO19 1UP
United Kingdom
DomicileUnited Kingdom
Legal StructureOpen Ended Investment Company
Inception Date30/04/2018

Fund Advisor(s)

Fulcrum Asset Management LLP
Fund ManagerAndrew Bevan
Manager Start Date30/04/2018
Education2002, Kings College London, Ph.D.
1986, City University London, Ph.D.
1978, Reading University, B.A.
BiographyAndrew Bevan was Managing Director and Head of Global Markets Research at Goldman Sachs from 1994 to 2005, Managing Director, Head of Financial Analytics and Structured Transactions Group at Bear Stearns from 1990 to 1994. Andrew received an PhD Theology from Kings College London in 1986.
Fund ManagerAndrew Stevens
Manager Start Date30/04/2018
Education1992, Harvard University, M.B.A.
1988, Georgetown University, B.A.
BiographyAndrew Stevens is Chief Executive Officer. He was previously Executive Director at Goldman Sachs, Investment Management Division from 1992 to 2004. Andrew received an MBA from Harvard Business School in 1992.
Fund ManagerGavyn Davies
Manager Start Date30/04/2018
EducationUniversity of Cambridge
BiographyGavyn Davies is Chairman and Chief Investment Officer. He was previously Chairman of the BBC and Chief Economist of Goldman Sachs International from 1985 to 2001. During his City career, which began in 1979, he was repeatedly ranked as the City’s top UK, European or Global Economist in surveys of institutional investors. From 1992 to 1997 he was a member of H.M Treasury's Independent Forecasting Panel; he was an economic policy advisor to the Prime Minister from 1976 to 1979 and joined the Policy Unit at 10 Downing Street in 1974.
Fund ManagerNabeel Abdoula
Manager Start Date30/04/2018
Education2007, Warwick University, B.S.
BiographyNabeel Abdoula, CFA Partner, Multi Asset Strategist, · Joined Fulcrum in 2011 · Goldman Sachs, Investment Strategy Group, 2007-2011 · CFA Charterholder since 2011 · BSc in Mathematics, Operational Research, Statistics and Economics, Warwick University, 2003-2007
Fund ManagerSuhail Shaikh
Manager Start Date30/04/2018
Education2000, London School of Economics & Political Sciences
BiographySuhail Shaikh is Director of Investment Strategy. He previously worked at Goldman Sachs:Income & Currency Asset Management (2000-2002). From 2002-2005 he worked in their Investment Strategy Group. Suhail studied at the London School of Economics & Political Sciences (1997-2000) and has been a CFA Charterholder since 2003.
AJ Bell Management Limited (company number 03948391), AJ Bell Securities Limited (company number 02723420) and AJ Bell Asset Management Limited (company number 09742568) are authorised and regulated by the Financial Conduct Authority. All companies are registered in England and Wales at 4 Exchange Quay, Salford Quays, Manchester M5 3EE. See website for full details. AJ Bell procures the provision of the Morningstar Licensed Tools on an “as is” basis and does not guarantee the performance of or accept liability for the Licensed Tools. To the maximum extent permitted by law, AJ Bell excludes liability for the Licensed Tools, including liability for any failure, interruption, delay or defect in the performance of any Licensed Tool, unless it arises as a direct result of the negligence of AJ Bell.
© Copyright 2020 Morningstar. All rights reserved.