LSE - Delayed Quote GBp

Fortem Capital Alt Gr A GBP Acc (0P0001HT9N.L)

105.19 +0.24 (+0.23%)
As of September 6 at 9:00 PM GMT+1. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 1.99%
5y Average Return 0.74%
Number of Years Up 3
Number of Years Down 1
Best 1Y Total Return (Sep 6, 2024) 2.00%
Worst 1Y Total Return (Sep 6, 2024) --
Best 3Y Total Return 2.00%
Worst 3Y Total Return 0.04%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001HT9N.L
Category
YTD
2.48%
0.00%
1-Month
1.72%
0.00%
3-Month
1.49%
0.00%
1-Year
5.14%
0.00%
3-Year
1.04%
0.00%
5-Year
0.91%
0.00%
10-Year
0.00%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0001HT9N.L
Category
2024
--
--
2023
0.08%
--
2022
0.96%
--
2021
-0.92%
--
2020
2.00%
--
2019
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 0.76% -0.01% -- --
2023 0.26% -2.17% 1.16% 0.86%
2022 0.55% 0.67% 0.51% -0.77%
2021 0.15% -0.68% -0.41% 0.02%
2020 5.45% -1.97% -1.07% -0.25%
2019 1.19% -0.40% -- --

Rank in Category (By Total Return)

YTD 81
1-Month 14
3-Month 47
1-Year 75
3-Year 73
5-Year 93

Load Adjusted Returns

1-Year 5.14%
3-Year 1.04%
5-Year 0.91%
10-Year --

Performance & Risk

YTD Return 1.99%
5y Average Return 0.74%
Rank in Category (ytd) 81
% Rank in Category (ytd) --
Beta (5Y Monthly) -0.25
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Fortem Capital
Net Assets --
YTD Return 2.48%
Yield 0.00%
Morningstar Rating
Inception Date May 10, 2019

Fund Summary

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