LSE - Delayed Quote GBp

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

105.31 -0.10 (-0.09%)
At close: August 7 at 9:00 PM GMT+1

Fund Summary

Fortem Capital Alt Gr A GBP Acc

121 Gloucester Place
020 8050 2900

Fund Overview

Category --
Fund Family Fortem Capital
Net Assets --
YTD Return 0.75%
Yield 0.00%
Morningstar Rating
Inception Date Dec 21, 2021

Fund Operations

Fees & Expenses

Expense 0P0001HT9N.L Category Average
Annual Report Expense Ratio (net) 0.00% --
Prospectus Net Expense Ratio 0.00% --
Prospectus Gross Expense Ratio 0.00% --
Max 12b1 Fee -- --
Max Front End Sales Load -- --
Max Deferred Sales Load -- --
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Kevin is a Senior Fund Manager and chairs the Fortem Capital Global Investment Committee. He began his career at Brooks Macdonald Asset Management before joining Bordier, where he was an Investment Director and sat on both the firm’s Investment and Management Committees. Kevin has over 10 years’ experience within the financial services industry and alternative investments. He graduated from Durham University and is a CFA charterholder.

Morningstar Style Box

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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