Fortem Capital Dynamic Growth Fund

Investment Objective

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.

Performance

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2023 0.8 0.1 0.8 0.6 0.7 0.9 0.2 0.9 0.6 0.0 0.7 0.7 0.8
2022 0.4 0.3 0.2 0.9 0.6 1.0 0.2 0.5 0.1 0.1 0.5 0.6 0.8

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