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Fortius Fund Management

PRI reporting framework 2020

You are in Strategy and Governance » Investment policy

Investment policy

SG 01. RI policy and coverage

New selection options have been added to this indicator. Please review your prefilled responses carefully.

01.1. Indicate if you have an investment policy that covers your responsible investment approach.

01.2. Indicate the components/types and coverage of your policy.

Select all that apply

Policy components/types

Coverage by AUM

01.3. Indicate if the investment policy covers any of the following

01.4. Describe your organisation’s investment principles and overall investment strategy, interpretation of fiduciary (or equivalent) duties,and how they consider ESG factors and real economy impact.

Investment Strategy

•             Strategically acquire assets

•             Add value through active management

•             Crystallise value by strategic asset realisation

Fortius’ culture of risk management, which has been refined over our 29 year history, ensures that from acquisition to disposal, we continuously review and monitor our investment strategies and adapt where necessary in order to generate the maximum risk-adjusted returns while maintaining focus on protecting our Investors’ capital.

Fortius is committed to an effective and ongoing Environmental Social Governance (ESG) program, which has been formally approved by the Board. Our commitment requires us to act ethically and contribute to economic development whilst embracing responsibilities to employees and their families, investors, the community and the environment. Fortius is also a member and a signatory to the United Nations backed Principles of Responsible Investment (PRI).

This commitment is a voluntary mechanism which is integrated into the daily operations and communications of the business over and above its legal obligations and encompasses the manner in which Fortius conducts business, now and in the future, through the pursuit of workplace safety, corporate social responsibility, environmentally sustainable solutions and employee diversity, development and opportunity. 

01.5. Provide a brief description of the key elements, any variations or exceptions to your investment policy that covers your responsible investment approach. [Optional]

01.6. Additional information [Optional].


SG 01 CC. Climate risk (Private)

SG 02. Publicly available RI policy or guidance documents


02.1. Indicate which of your investment policy documents (if any) are publicly available. Provide a URL and an attachment of the document.

02.2. Indicate if any of your investment policy components are publicly available. Provide URL and an attachment of the document.

02.3. Additional information [Optional].

SG 03. Conflicts of interest

03.1. Indicate if your organisation has a policy on managing potential conflicts of interest in the investment process.

03.2. Describe your policy on managing potential conflicts of interest in the investment process.

FFM has a structured compliance and governance regime. FFM have in place a number of Committees that include a Conflict and Investment Committee, a conflicts of Interest committiee. 

Fortius has a detailed Conflicts of Interest and Related Party Transactions Policy. 

Depending on the structure of the investor base, our funds/trust have Investor Committees. These Investor Committees have the right to approve related party transactions if stipulated in the Trust Deed of the vehicle in question and it relates to the assets of those vehicles. 

Fortius has a Conflicts of Interest Committee that oversees Fortius' adherence to protocols set out in the Conflicts of Interest Policy. The Committee will resolve to deal and advise on any business or employee conflict of interest and/or related party dealings per the policies. All material matters will be escalated to the Board for review and approval. 

03.3. Additional information. [Optional]

SG 04. Identifying incidents occurring within portfolios (Private)