Forth Capital’s Next Gen Strategies Video – 4th Quarter Update 2018



Following on from our recent communication showing the performance of Forth Capital’s Morningstar Next Generation Funds in comparison with global stock markets, please click on the video link below to listen to the Portfolio Manager, Emma Morgan, who explains how the funds have been structured and how the recent challenges of stock market falls, increasing interest rates and Brexit have been addressed.

Emma also discussed how Morningstar’s preference for investment in emerging market assets paid off:  ‘Overall our preference for emerging market assets both equities and bonds was also beneficial as this outperformed developing markets’

Watch the video now

Passive investing is an investment strategy that tracks an index and focuses on increasing portfolio values with limited day-to-day management of the portfolio itself. 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, contact us on +41 22 311 1441 or complete this online form and we can call you to discuss:


Trudi Hayes

The Author

Trudi Hayes

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