DOCUMENTS
Fortified Alternative Funds
FORTIFY YOUR PORTFOLIO
Fortified Funds can be easily added to your portfolio by entering the codes on Fundserv. You can access the
regulatory documents by using the drop down menu below (filtered by category).
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- ETF Facts - Fortified Active Extension Alternative Fund
- ETF Facts - Fortified Alpha Alternative Fund
- ETF Facts - Fortified Income Alternative Fund
- ETF Facts - Fortified Long Short Alternative Fund
- ETF Facts - Fortified Market Neutral Alternative Fund
- ETF Facts - Fortified Multi-Strategy Alternative Fund
- ETF Facts - Fortified Special Situations Alternative Fund
- FINANCIAL STATEMENTS
- Fund Facts - Fortified Active Extension Alternative Fund
- Fund Facts - Fortified Alpha Alternative Fund
- Fund Facts - Fortified Arbitrage Alternative Fund
- Fund Facts - Fortified Arbitrage Plus Alternative Fund
- Fund Facts - Fortified Income Alternative Fund
- Fund Facts - Fortified Inflation Opportunities Alternative Fund
- Fund Facts - Fortified Long Short Alternative Fund
- Fund Facts - Fortified Market Neutral Alternative Fund
- Fund Facts - Fortified Multi-Strategy Alternative Fund
- Fund Facts - Fortified Special Situations Alternative Fund
- Independent Review Committee
- Know Your Product (KYP)
- MRFPs
- Prospectus (PIC)
- Proxy Voting
- Reporting disclosures
- Year-End Distributions
ETF Facts – Fortified Active Extension Alternative Fund
Fortified Active Extension Alternative Fund ETF Class
ETF Facts – Fortified Long Short Alternative Fund
Fortified Long Short Alternative Fund ETF Class
ETF Facts – Fortified Market Neutral Alternative Fund
Fortified Market Neutral Alternative Fund ETF Class
ETF Facts – Fortified Multi-Strategy Alternative Fund
Fortified Multi-Strategy Alternative Fund ETF Class
ETF Facts – Fortified Special Situations Alternative Fund
Fortified Special Situations Alternative Fund ETF Class
FINANCIAL STATEMENTS
Fortified Special Situations Alternative Fund Annual Financial Statement - December 2023
FINANCIAL STATEMENTS
Fortified Multi-Strategy Alternative Fund Annual Financial Statement - December 2023
FINANCIAL STATEMENTS
Fortified Market Neutral Alternative Fund Annual Financial Statement - December 2023
FINANCIAL STATEMENTS
Fortified Long Short Alternative Fund Annual Financial Statement - December 2023
FINANCIAL STATEMENTS
Fortified Inflation Opportunities Alternative Fund Annual Financial Statement - December 2023
FINANCIAL STATEMENTS
Fortified Income Alternative Fund Annual Financial Statement - December 2023
FINANCIAL STATEMENTS
Fortified Arbitrage Plus Alternative Fund Annual Financial Statement - December 2023
FINANCIAL STATEMENTS
Fortified Arbitrage Alternative Fund Annual Financial Statement - December 2023
FINANCIAL STATEMENTS
Fortified Alpha Alternative Fund Annual Financial Statement - December 2023
FINANCIAL STATEMENTS
Fortified Active Extension Alternative Fund Annual Financial Statement - December 2023
FINANCIAL STATEMENTS
Fortified Special Situations Alternative Fund Semi-Annual Financial Statement - June 2023
FINANCIAL STATEMENTS
Fortified Multi-Strategy Alternative Fund Semi-Annual Financial Statement - June 2023
FINANCIAL STATEMENTS
Fortified Market Neutral Alternative Fund Semi-Annual Financial Statement - June 2023
FINANCIAL STATEMENTS
Fortified Long Short Alternative Fund Semi-Annual Financial Statement - June 2023
FINANCIAL STATEMENTS
Fortified Inflation Opportunities Alternative Fund Semi-Annual Financial Statement - June 2023
FINANCIAL STATEMENTS
Fortified Income Alternative Fund Semi-Annual Financial Statement - June 2023
FINANCIAL STATEMENTS
Fortified Arbitrage Plus Alternative Fund Semi-Annual Financial Statement - June 2023
FINANCIAL STATEMENTS
Fortified Arbitrage Alternative Fund Semi-Annual Financial Statement - June 2023
FINANCIAL STATEMENTS
Fortified Alpha Alternative Fund Semi-Annual Financial Statement - June 2023
FINANCIAL STATEMENTS
Fortified Active Extension Alternative Fund Semi-Annual Financial Statement - June 2023
Fund Facts – Fortified Active Extension Alternative Fund
Fortified Active Extension Alternative Fund Class I
Fund Facts – Fortified Active Extension Alternative Fund
Fortified Active Extension Alternative Fund Class F
Fund Facts – Fortified Active Extension Alternative Fund
Fortified Active Extension Alternative Fund Class A
Fund Facts – Fortified Arbitrage Alternative Fund
Fortified Arbitrage Alternative Fund Class I
Fund Facts – Fortified Arbitrage Alternative Fund
Fortified Arbitrage Alternative Fund Class F
Fund Facts – Fortified Arbitrage Alternative Fund
Fortified Arbitrage Alternative Fund Class A
Fund Facts – Fortified Arbitrage Plus Alternative Fund
Fortified Arbitrage Plus Alternative Fund Class I
Fund Facts – Fortified Arbitrage Plus Alternative Fund
Fortified Arbitrage Plus Alternative Fund Class F
Fund Facts – Fortified Arbitrage Plus Alternative Fund
Fortified Arbitrage Plus Alternative Fund Class A
Fund Facts – Fortified Inflation Opportunities Alternative Fund
Fortified Inflation Opportunities Alternative Fund O
Fund Facts – Fortified Inflation Opportunities Alternative Fund
Fortified Inflation Opportunities Alternative Fund I
Fund Facts – Fortified Inflation Opportunities Alternative Fund
Fortified Inflation Opportunities Alternative Fund F
Fund Facts – Fortified Inflation Opportunities Alternative Fund
Fortified Inflation Opportunities Alternative Fund A
Fund Facts – Fortified Long Short Alternative Fund
Fortified Long Short Alternative Fund Class I
Fund Facts – Fortified Long Short Alternative Fund
Fortified Long Short Alternative Fund Class F
Fund Facts – Fortified Long Short Alternative Fund
Fortified Long Short Alternative Fund Class A
Fund Facts – Fortified Market Neutral Alternative Fund
Fortified Market Neutral Alternative Fund Class I
Fund Facts – Fortified Market Neutral Alternative Fund
Fortified Market Neutral Alternative Fund Class FT
Fund Facts – Fortified Market Neutral Alternative Fund
Fortified Market Neutral Alternative Fund Class F
Fund Facts – Fortified Market Neutral Alternative Fund
Fortified Market Neutral Alternative Fund Class A
Fund Facts – Fortified Multi-Strategy Alternative Fund
Fortified Multi-Strategy Alternative Fund Class I
Fund Facts – Fortified Multi-Strategy Alternative Fund
Fortified Multi-Strategy Alternative Fund Class FT
Fund Facts – Fortified Multi-Strategy Alternative Fund
Fortified Multi-Strategy Alternative Fund Class F
Fund Facts – Fortified Multi-Strategy Alternative Fund
Fortified Multi-Strategy Alternative Fund Class A
Fund Facts – Fortified Special Situations Alternative Fund
Fortified Special Situations Alternative Fund Class I
Fund Facts – Fortified Special Situations Alternative Fund
Fortified Special Situations Alternative Fund Class F
Fund Facts – Fortified Special Situations Alternative Fund
Fortified Special Situations Alternative Fund Class A
Reporting disclosures
Fortified Inflation Opportunities Alternative: Quarterly Disclosure - September 2023
Reporting disclosures
Fortified Special Situations Alternative: Quarterly Disclosure - September 2023
Reporting disclosures
Fortified Multi-Strategy Alternative: Quarterly Disclosure - September 2023
Reporting disclosures
Fortified Market Neutral Alternative: Quarterly Disclosure - September 2023
Reporting disclosures
Fortified Long Short Alternative: Quarterly Disclosure - September 2023
Reporting disclosures
Fortified Arbitrage Plus Alternative: Quarterly Disclosure - September 2023
Reporting disclosures
Fortified Arbitrage Alternative: Quarterly Disclosure - September 2023
Reporting disclosures
Fortified Active Extension Alternative: Quarterly Disclosure - September 2023