Skyline Umbrella Fund ICAV - Fortem Capital Progressive Growth D GBP Inc

Category Alternative Other

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

£1.0049

arrow-down£0.00 (-0.05%)

Fund Code

FRPGI

BD7Y3W8

IE00BD7Y3W82

Prices updated as at 27 Nov 2024

Prices in GBP

Investment objective

The Fund aims to provide positive returns of 6-7% over the medium to long term, whilst aiming to reduce equity market beta in short term draw-downs. It will invest in a Core portfolio comprised of defined return equity strategies that aim to provide capital growth over the medium to longer term, in all but extreme negative market scenarios. The Fund will make a smaller allocation to Diversifying investments that also meet strict capital preservation and investment return criteria.

Important notice: This product is based overseas and is not subject to UK sustainable investment labelling and disclosure requirements. Please refer to the FCA website which details further information in relation to sustainability disclosure requirements for retail clients.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Annual charges

Product charges
	0.70
	0.12
	No
	-
	0.00
	0.00
Minimum investment	25.00

Documents

Document name	Date posted	Download
Annual Reports	30 Apr 2024	pdf
Annual Short Report	30 Apr 2024	pdf
Key Information Document / Technical Guide	15 Feb 2024	pdf
Interim Short Report	01 Oct 2023	pdf

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Important Information

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