Next Generation Strategies – 3rd Quarter Update 2019



Dan Kemp, Chief Investment Officer at Morningstar Investment Management, talks about Q3 2019 performance. Click below to watch the latest video:

All Forth Capital’s exclusive managed Morningstar Next Generation portfolios are:

  • frequently rebalanced – ensuring that the risks associated with certain investments are limited through diversification
  • diversified – to balance the risks and benefits of investing in multiple markets through our managed portfolios
  • simplified – so that you can make an investment decision quickly and easily with the help of our advisory team
  • lower cost – allowing you to invest a larger proportion of your capital directly into the fund.

Passive investing is an investment strategy that tracks an index and focuses on increasing portfolio values. Day-to-day management of the portfolio itself is limited. Management costs are therefore significantly reduced. Research shows that passive investment consistently beats the returns of actively managed funds.

For further information on Forth Capital’s Next Generation Investment Strategies and for advice tailored to your individual requirements and according to your risk profile, contact us on +41 22 311 1441 or complete this online form and we can call you to discuss:

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Trudi Hayes

The Author

Trudi Hayes

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