The Fortis Mutual Fund range comprises of three main funds: Fortis Fine Art Fund, Fortis Global Opportunities Fund, and Fortis Social Impact Fund.
Fortis Fine Art Fund
The Fund primarily invests in Fine Art of the highest quality, sourced by a dedicated and experienced team of specialists. The Fine Art market, established for over three decades, has consistently outperformed other asset classes, as evidenced by long-term performance analyses. During economic downturns, Fine Art often attracts investment similarly to gold, as affluent investors seek to preserve their wealth.
By leveraging modern securitisation techniques, we tap into the growing global trend of increasing wealth among ultra-high-net-worth individuals and a burgeoning community interested in rare collectibles. Fine Art can be used to protect wealth as well as appreciate in value, and can be viewed as a short, medium or long-term investment depending on a few key factors.
In 2023, global art sales eased to an estimated USD 65 billion, showcasing resilience despite a slowdown of 4% year-on-year and surpassing pre-pandemic 2019 levels.
By leveraging modern securitisation techniques, we tap into the growing global trend of increasing wealth among ultra-high-net-worth individuals and a burgeoning community interested in rare collectibles. Fine Art can be used to protect wealth as well as appreciate in value, and can be viewed as a short, medium or long-term investment depending on a few key factors.
In 2023, global art sales eased to an estimated USD 65 billion, showcasing resilience despite a slowdown of 4% year-on-year and surpassing pre-pandemic 2019 levels.
Fortis Global Opportunities Fund
Global Opportunities Fund invests in a broad range of global assets, including but not limited to listed equities, bonds, funds, ETF’s, Private Equity/VC and cash. Sectors include real estate, silviculture, agriculture, aquaculture, technology, commodities and sustainable investments. The Investment Manager utilises a strategic approach to each asset type, country and maturity spread, coupled with extensive due diligence and intensive analytical research.
Core holdings will mainly be comprised of liquid, lower yielding short term investments with daily or monthly valuations. Satellite holdings in longer term, higher yielding investments such as secured bonds and Private Equity will provide an uplift in performance over the medium to longer term (5+ years). Whenever possible, the Fund prioritises investments which can demonstrate positive social impact and sustainability.
Core holdings will mainly be comprised of liquid, lower yielding short term investments with daily or monthly valuations. Satellite holdings in longer term, higher yielding investments such as secured bonds and Private Equity will provide an uplift in performance over the medium to longer term (5+ years). Whenever possible, the Fund prioritises investments which can demonstrate positive social impact and sustainability.
Fortis Social Impact Fund
The fund invests primarily in the UK social housing space, this fund looks to benefit from the strong government support in the United Kingdom for construction of affordable housing.
The fund prioritises investing in projects and companies which can demonstrate positive social impact and an environmentally friendly approach to the affordable social housing sector. ESG issues are important when measuring the sustainability of the non-financial impacts of an investment, they can often have an impact on the return, profile and long-term risk of an investment portfolio.
The fund prioritises investing in projects and companies which can demonstrate positive social impact and an environmentally friendly approach to the affordable social housing sector. ESG issues are important when measuring the sustainability of the non-financial impacts of an investment, they can often have an impact on the return, profile and long-term risk of an investment portfolio.
Fund ISIN Codes:
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Fortis Fine Art Fund
USD: VCP4368Y1717 GBP: VCP4368Y1972 ILS: VCP4368Y2053 |
Fortis Global Opportunities Fund
USD: VCP4368Y1063 GBP: VCP4368Y1550 |
Fortis Social Impact Fund
GBP: VCP4368Y1485 |
