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Fortem’s growing suite of investment funds offer investors consistent, highly liquid and cost-efficient risk & return profiles usually reserved for the most illiquid and cost-heavy vehicles.


Progressive Growth

Positive returns of 6-7% with reduced equity beta and significant levels of long term protection.

Test Description

Alternative Growth

Positive returns of 4-5% with negligible equity market beta and positive convexity in stressed markets.


Dynamic Growth

Positive returns of 9-10% with reduced equity beta and correlation below 0.4.


US Equity Income

S&P 500 benchmark tracker generating a yield of 4% per annum.


Absolute Return

Positive returns of SONIA + 2% via equity long short multi-factor with low and stable beta.

Investors may also access Fortem’s industry leading alternative and derivative expertise through the construction and execution of bespoke investment solutions. To date Fortem have structured billions of dollars in bespoke solutions for institutions.