Fortem Capital Dynamic Growth Fund A GBP (0P00015HCW.L)
LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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Fortem Capital Dynamic Growth Fund A GBP
121 Gloucester Place
020 8050 2900
Management information
,Lead manager since 1 September 2022
Kevin is a Senior Fund Manager and chairs the Fortem Capital Global Investment Committee. He began his career at Brooks Macdonald Asset Management before joining Bordier, where he was an Investment Director and sat on both the firm’s Investment and Management Committees. Kevin has over 10 years’ experience within the financial services industry and alternative investments. He graduated from Durham University and is a CFA charterholder.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryN/A
Fund familyFortem Capital
Net assetsN/A
YTD return3.52%
Yield0.00%
Morningstar rating★★★
Inception date19 Apr 2024
Fund operations
Last dividendN/A
Last cap gainN/A
Holdings turnoverN/A
Average for categoryN/A
Fees and expenses
Expense0P00015HCW.LCategory average
Annual report expense ratio (net)0.00%N/A
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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