FORTEM CAPITAL DYNAMIC GROWTH FUND 
The Fund aims to provide positive returns of 10% pa over the medium to long term, whilst maintaining an equity market beta of < 0.4. It will invest in a core portfolio comprised of income investments, beta-driven investments, diversifiers and protection strategies. The Fund will access investments in the most efficient way possible both from a liquidity and cost perspective. The Fund will give consideration to each investment such that it is SRI compliant.
The Fund will:
- Invest in yield accretion focused investments
- Invest in beta-driven investments
- Invest in structural risk premia – i.e. sources of return that are not dependent on equity markets or macroeconomics
- Take advantage of opportunistic trades caused by structural distortions in derivative markets
- Invest in low cost protection
- Employ stringent counterparty controls, limiting credit exposure to investment grade credit
Other Relevant Information
Historical Data
FUND MATERIALS 
Factsheet Documents
Commentaries
KIID Documents
KIID Class A GBP
KIID Class C USD
KIID Class O GBP
KIID Class Z GBP
PRIIPS Class A GBP
PRIIPS Class Z GBP
Prospectus Documents
Prospectus
Supplement
Application Documents
Application Form
Reportable Income
2021
2022