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Comparing 2 funds

Returns, costs and exposure side by side, with sources and dates below.

Performance, starting at 100

GBP total return, daily prices to 21 Oct 2026. Source: FE fundinfo. Past performance is not a reliable guide to future returns.

If you had invested £10,000

What it would have become over 6M, GBP, month end to 30 Sep 2026.
 

Based on month end returns. Illustrative, before tax, not a prediction.

Country exposure

No allocation data for these funds

Not available for: Fortem Capital Real Estate Index Tracking Fund, Fortem Capital Commodity Absolute Return Fund.

Sector exposure

No allocation data for these funds

Not available for: Fortem Capital Real Estate Index Tracking Fund, Fortem Capital Commodity Absolute Return Fund.

AI comparison

AI assisted, not advice. Describes the data on this page.
Select Summarise differences for a short, neutral description of how these funds differ on the figures below.

Side by side

Returns in GBP, month end to 30 Sep 2026. Bold marks the highest value in the return rows, the lowest in the ongoing charge row and the largest in the fund size row.
MetricFortem Capital Real Estate Index Tracking FundFortem Capital Commodity Absolute Return Fund
1 year returnHighest in boldn/a▼ −11.6%
3 year returnHighest in boldn/an/a
5 year returnHighest in boldn/an/a
Rank among sector peers, 1 yearQuartile among representative funds in the FE sectorn/aQ4 of 14 representative funds
Ongoing charge (OCF)
Fund size, GBPLargest in bold£32.7M£31.8M
StylePassiveActive
FE sectorn/aGL ARIS Commodities
Share classA GBP Acc Non-Hedged · GBPA · GBP