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Fulcra Credit Opportunities

FAM101
=
12.30
-
-
2017-08-31
5 Years
  • Previous Close

    12.30

  • Net Assets

    62.00M

  • Yield

    0.00%

  • Front load

    None

  • Expenses

    -

  • Category

    High-Yield Fixed-Income

  • Morningstar Risk

    Average

  • Morningstar Rating ★★★★
Profile

Name of Issuer

Fulcra Asset Management Inc.

Fund Style

Open

Fund Manager

Matt Shandro

Investment Style

-

The investment objective of the Fund is to generate income and long-term capital appreciation primarily through investments in fixed and floating income securities. This, however, does not preclude the fund from making equity investments when the Investment Manager deems the risk/reward trade off to be in the investors’ favour. The Investment Manager will attempt to maximize the Fund’s returns while protecting capital. In seeking to achieve the Fund’s investment objective, the Investment Manager will employ a fundamental value investing process. The Investment Manager will attempt to identify as investment candidates those businesses whose securities are undervalued. The Investment Manager expects to construct a portfolio with a relatively limited number of securities.

Purchase Information

Initial Purchase 50,000
Initial Purchase: IRA NA
Initial Purchase: AIP NA

Inception

2009-07-02

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