Fortem Capital Absolute Return Fund

Investment Objective

The Fund aims to provide positive returns of cash SONIA plus 2-4% over the medium to long term whilst maintaining low and stable market beta. It will provide capital growth through investments linked to a factor-optimised index linked to equity, whilst maintaining a low and stable beta through a short leg to the parent equity index. 

Performance

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2023 0.5 0.6 0.0 0.1 0.0 0.5 0.3 0.2 0.7 0.1 0.8 0.4 0.8
2022 0.2 0.0 0.6 0.3 1.0 0.4 0.6 0.3 0.1 0.7 0.3 0.6 0.5

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