Skyline Umbrella Fund ICAV - Fortem Capital Progressive Growth Fund A GBP Acc
Category Alternative Other
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£1.2932
£0.005 (+0.40%)
Fund Code
FRPGA
BF04783
IE00BF047831
Prices updated as at 22 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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
| Fund status | Open |
| Fund type | Open Ended Investment Company |
| Fund manager | Edward Senior, Chris Dagg, Kevin Gray, Bachir Hani |
| 1.3 | |
| 1.18 | |
| Fund comparative index | N/A |
| Specialist | |
| - | |
| 0.70 | |
| 0.12 | |
| 0.00 | |
| Alternative Other | |
| No | |
| Fund provider | Fortem Capital |
| Share class launch date | 20 Sep 2017 |
| £353.57m | |
| - | |
| - | |
| - | |
| - |
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.
