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Fulcrum Asset Management LLP

PRI reporting framework 2019

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Peering questions

OO LE 01. Breakdown of listed equity investments by passive and active strategies

LE 01.1. Provide a breakdown of your internally managed listed equities by passive, active - quantitative (quant), active - fundamental and active - other strategies.

Update: this indicator has changed from "Mandatory to report, voluntary to disclose" to "Mandatory". Your response to this indicator will be published in the Public Transparency Report. This change is to enable improved analysis and peering. 

 

Percentage of internally managed listed equities

Strategies 
Percentage of internally managed listed equities​
Passive
Active - quantitative (quant)
Active - fundamental and active - other
Total 100%

LE 01.2. Additional information. [Optional]

The large majority of our listed equities are invested as swaps through custom baskets. These baskets are put together taking into account ESG risks and opportunities and also follow the firm's screening criteria. 


OO LE 02. Reporting on strategies that are <10% of actively managed listed equities (Private)


OO FI 01. Breakdown of fixed income investments by passive and active strategies

Update: this indicator has changed from "Mandatory to report, voluntary to disclose" to "Mandatory". Your response to this indicator will be published in the Public Transparency Report. This change is to enable improved analysis and peering.
Provide a breakdown of your internally managed fixed income securities by active and passive strategies
Type
Passive                      
Active - quantitative
Active - fundamental & others
Total internally managed fixed income security
SSA
100%
Corporate (non-financial)
100%

FI 01.2. Additional information. [Optional]


OO FI 02. Reporting on strategies that are <10% of actively managed fixed income (Private)


OO FI 03. Fixed income breakdown by market and credit quality

Update: this indicator has changed from "Mandatory to report, voluntary to disclose" to "Mandatory". Your response to this indicator will be published in the Public Transparency Report. This change is to enable improved analysis and peering.

FI 03.1. Indicate the approximate (+/- 5%) breakdown of your SSA investments, by developed markets and emerging markets.

SSA
90 Developed markets
10 Emerging markets
Total 100%
Indicate the approximate (+/- 5%) breakdown of your corporate and securitised investments by investment grade or high-yield securities.
Type
Investment grade (+/- 5%)
High-yield (+/- 5%)
Total internally managed
Corporate (non-financial)
100%

FI 03.3. Additional information. [Optional]

If you are invested in private debt and reporting on ratings is not relevant for you, please indicate below


OO SAM 01. Breakdown of externally managed investments by passive and active strategies (Not Applicable)


OO PE 01. Breakdown of private equity investments by strategy (Not Applicable)


OO PE 02. Typical level of ownership in private equity investments (Not Applicable)


OO PR 01. Breakdown of property investments (Private)


OO PR 02. Breakdown of property assets by management (Private)


OO PR 03. Largest property types (Private)


OO INF 01. Breakdown of infrastructure investments (Not Applicable)


OO INF 02. Breakdown of infrastructure assets by management (Not Applicable)


OO INF 03. Largest infrastructure sectors (Not Applicable)


OO HF 01. Breakdown of hedge funds investments by strategies (Private)


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