Fortis Funds
£70.0M combined fund size · 3 asset classes.
How Fortis funds have returned on average.
Average 1Y return to September 2026 end, GBP net total return.
Source: FE fundinfo. Past performance is not a reliable guide to future returns.
No composite is available for this category yet.
Fortis funds are covered on Funds Benchmark, with £70.0M in combined fund size, in GBP (funds that disclose size). The range is concentrated in Alternatives, Multi-asset, Bonds. Every fund below links to a detail page with its latest price, performance over 1Y / 3Y / 5Y where available, fees and holdings, comparable side by side against benchmark and peers.
Next: Screen Fortis funds in Find Funds or browse all Fortis funds.
Asset class mix
- Alternatives100.0%
- Multi-asset0.0%
- Bonds0.0%
Largest Fortis funds
Top Fortis funds by assets under management, one share class per fund.
Fortis holdings
No position is among the ten largest holdings of three or more of these funds.
Shown when at least 3 funds have the top position among their ten largest holdings. Bar: average weight among those funds.
Fortis funds by 1Y return
| Fund | 1Y return | Fund size (GBP) | OCF |
|---|---|---|---|
| Fortis Fix 2007 Duo 3 Coupon Plus BBE0947221165 | n/a | £55.2M | |
| Fortis B Fix 2006 Equity 59 Best PerformanceBE0946606804 | n/a | £14.9M | |
| Fortis Lutanes Stability WorldBE0935034513 | n/a | n/a | |
See all fundsA free account shows the full list. | |||
| Fortis Absolute Return Bond Global Opportunities CLU0251278973 | |||
Fund data from FE fundinfo. Past performance is not a reliable guide to future returns. Funds Benchmark provides information only and does not give investment advice.
All Fortis funds (4)
Alternatives (2)
Multi-asset (1)
Bonds (1)
Compare Fortis funds side by side
See every Fortis fund in one place, then pick up to 5 to compare on performance, holdings and fees.
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), performance, ongoing charge, fund size and holdings where available. The data comes from FE fundinfo and is shown alongside the fund's benchmark and peers.
Which Fortis funds does Funds Benchmark cover?
Funds Benchmark covers the Fortis funds listed on this page, grouped by asset class. Funds differ in domicile and legal structure, and whether you can buy a given fund depends on your country, your platform and the fund's own documentation. Check each fund's details before investing.
What asset classes does Fortis cover?
Fortis's largest group on Funds Benchmark is Alternatives, alongside other asset classes. The groups are listed in the all funds section on this page, and you can filter the firm's funds by asset class in the Fund Finder.
How are Fortis funds rated against peers?
Open any Fortis fund's detail page to see how it compares with peers where peer data is available, along with performance over 1Y / 3Y / 5Y where available, risk metrics such as volatility, Sharpe ratio and maximum drawdown where available, and its holdings. Performance data is from FE fundinfo. Past performance is not a reliable guide to future returns.
What's the average fee on Fortis funds?
OCF data isn't currently available across the full Fortis range. Check each fund's page for its OCF.
Where can I see Fortis's top-performing funds?
The table on this page shows up to 30 Fortis funds ordered by 1 year return. Past performance is not a reliable guide to future returns. The Fund Finder lets you filter Fortis funds and compare them with funds from other managers by performance, fees and asset class.