Low Cost Investment Strategies

Forth Capital provides five low cost investment portfolios to choose from, with each product designed to cater for your needs as a retirement saver. A low-cost investment fund (or exchange-traded fund) will track popular markets and shares and provide you with a return on your investment in line with their success.

All our exclusive managed 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.

A Forth Capital adviser will evaluate your appetite for risk alongside your investment goals to help you determine whether or not our low cost investment products are a suitable choice for you. Contact us today and we’ll provide you with the advice and guidance you need to make the right decision for your investment goals.