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
£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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Company name
Fortem Capital
Fund launch date
20 Sep 2017
Domicile
Ireland
UCITS
Yes
Fund manager
Edward Senior
Manager start date
20 Sep 2017
Fund manager biography
Ed leads Fortem Capital’s Asset Management division and has more than 20 years’ experience within the financial services industry. He is a chartered management accountant and spent 14 years at Citigroup working predominantly within the design and implementation of multi asset derivative and factor based investments and hedging solutions covering European and Asian clients. During his time there, he established a fund management business and Irish based UCITS platform, launching a number of successful derivative based funds. From 2013 he built a fund management business with three other partners, Atlantic House Fund Management, launching and co-managing two funds and growing assets within 3 years’ to more than £250 million.
Fund manager
Chris Dagg
Manager start date
20 Sep 2017
Fund manager biography
Chris manages the Trading, Technology and Operations divisions at Fortem Capital and has worked within the financial services industry since 2002. A chartered management accountant, as a trader on the securitisation desk at Citigroup, he was responsible for the creation, trading and risk management of investment linked securities issued by Citi, totalling some 1,000 products and $3 billion in asset value. After leaving Citi, Chris joined a boutique investment house, structuring and pricing derivative based investments whilst overseeing all primary and secondary market activity.
Head office
121 Gloucester Place
London
United Kingdom
W1U 6JY
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