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

£0.9918

arrow-down£-0.002 (-0.20%)

Fund Code

FRPGI

BD7Y3W8

IE00BD7Y3W82

Prices updated as at 25 Apr 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 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 investment25.00

Documents

Document nameDate postedDownload
Key Information Document / Technical Guide 15 Feb 2024pdf
Annual Reports 01 Oct 2023pdf
Interim Short Report 01 Oct 2023pdf
Annual Short Report 30 Jun 2023pdf
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Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.