Forth Capital’s Next Generation Morningstar Global Fund Strategies
Early investors into our fund strategies have already been rewarded. Since launch on valentines day 2016 the Defensive Class fund is up by 8.8% and the Growth class by 21.6%. If you haven’t switched into these strategies yet then contact us right away.
Exclusive to Forth Capital clients and highly suited for Retirement Savers, our managed strategies within the Next Generation Morningstar Global Fund Strategy series are:
- Constantly Re-Balanced
- Diversified
- Simplified
- Lower Cost
With five model portfolios to choose from, we believe that there is a strategy here to suit each and everyone of our clients’ objectives and risk ratings.
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