WS Fulcrum LTAF

WS Fulcrum LTAF is an open-ended LTAF managed by Fulcrum and domiciled in United Kingdom, launched in 2024 and denominated in GBP. The vehicle is constituted as an ICVC/OEIC and operates under the LTAF regime, which allows a regulated open-ended fund to hold long-term and less liquid assets alongside more readily tradable exposures. It follows a multi asset approach within the multi-asset segment, is offered to professional investors on a domestic distribution basis, and carries a summary risk indicator of 4. Reported assets stand at , with exposure allocated across .

Dealing mechanics reflect the semi-liquid design rather than daily trading: subscriptions are accepted monthly and redemptions are processed monthly, in each case subject to a notice period of 90 days, so investors should plan around a lag between a redemption instruction and settlement. The minimum commitment is 5,000,000 GBP, positioning the share class for institutional and professional allocators rather than retail distribution. Fees comprise a management charge of and a performance fee of , both of which can be compared against the equivalent terms recorded for peers in the same category.

Within the coverage universe of 494 vehicles as of 31 Aug 2026, the fund is one of 62 multi-asset strategies, one of 31 funds domiciled in United Kingdom, and one of 13 that combine both characteristics, which is the most relevant comparison set for its structure, dealing terms and fee basis.