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Home Managers Fortis

Fortis Funds

9 funds on Funds Benchmark · £93M combined AUM
Fund Manager

Fortis runs 9 funds available to UK investors on Funds Benchmark, with £93M in combined assets under management. The book is concentrated in Structured Products (5 funds), Mixed Asset (2 funds), Equity (1 fund), with smaller allocations across 1 other asset class. Every fund below links to a live detail page with its latest price, factsheet-style performance over 1Y / 3Y / 5Y, fees and full holdings — all comparable side by side against benchmark and peers.

Funds
9
Total AUM
£93M
Avg 1Y Return
Avg OCF
Asset Classes
4
All Fortis Funds
In Fund Finder ›
# Fund 1Y AUM OCF
1
Structured Products Global
BE0947221165
£64M
2
Structured Products Global
BE0946606804
£17M
3
Equity Europe
BE0947495967
£11M
4
Mixed Asset Global
BE0935034513
5
Mixed Asset Global
LU0161749477
6
Fixed Interest Global
LU0251278973
7
Structured Products Global
LU0305917394
8
Structured Products Global
LU0344318760
9
Structured Products Global
LU0360570765
Asset Class Mix
Structured Products
5
Mixed Asset
2
Equity
1
Fixed Interest
1
Top Categories
Global
8
Europe
1
All Fortis Funds (9)

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About Fortis

Where can I find Fortis fund prices and factsheets?

Every Fortis fund's detail page on Funds Benchmark shows its latest price (NAV), cumulative and discrete performance, ongoing charge, fund size and full holdings — the same data a factsheet carries, kept current from FE fundinfo and shown side by side against benchmark and peers.

How many Fortis funds can I buy through a UK platform?

We list 9 Fortis funds available to UK investors. Not every share class is offered by every platform — check your broker's fund list before placing an order. Use the search above each fund to see its full ISIN and pricing details.

What asset classes does Fortis cover?

Fortis's largest exposure is in Structured Products alongside 3 other asset classes . The full breakdown by count is shown above. You can also filter the firm's funds by asset class using the buttons on the Fund Finder.

How are Fortis funds rated against peers?

Open any Fortis fund's detail page to see its quartile rank against peers in the same IA sector, cumulative and discrete performance over 1Y / 3Y / 5Y, risk metrics (volatility, Sharpe, max drawdown), and full holdings breakdown. Performance data is from FE fundinfo and refreshed monthly.

What's the average fee on Fortis funds?

OCF data isn't currently available across the full Fortis range. Individual share classes vary — institutional and clean retail classes are typically cheaper than legacy retail classes with embedded platform fees. Each fund's detail page shows the OCF for that specific share class.

Where can I see Fortis's top-performing funds?

The table above lists every Fortis fund we cover, sortable by AUM, 1Y / 3Y / 5Y return, and ongoing charge. The Fund Finder offers more granular filtering across multiple managers at once.