Fortress offers two distinct investment strategies, depending on your level of experience and confidence. The aim is to give you as much flexibility and as many investment options as suit your needs. Both strategies ultimately give you cost efficient access to a diverse range of investment holdings, both geographically and by sector as well as across asset classes.
This strategy enables you to invest into actively managed model-driven funds the MitonOptimal Core Funds, ( Application Form for details ) that match your risk appetite. MitonOptimal CI’s investment team actively manage and rebalance the asset allocation within these funds to maintain their respective levels of risk and allow you peace of mind. You can invest in one or more of these funds to further adjust your investment risk accordingly.
- MitonOptimal Core Growth+ Fund (GBP Ordinary Class)
- MitonOptimal Core Diversified Fund (GBP Ordinary Class)
- MitonOptimal Core Absolute Fund (GBP Ordinary Class)
- Ashburton Global Defensive Sterling Feeder Fund (GBP)
Offers Fortress Members the opportunity to manage their own asset class allocation, or have an IFA manage it for them, across four asset class specific funds, (See Application Form for details). MitonOptimal CI actively manages the underlying holdings within these funds, to ensure their suitability, but you control your overall risk appetite and allocate your pension pot accordingly.
- International Equity Fund (GBP Hedged Ordinary class)
- Global Real Estate Fund (GBP Hedged Ordinary Class)
- Fixed Interest Fund (GBP Ordinary Class)
- Alternative Strategies Low Correlation Fund (GBP Ordinary Class)
You are able to use either of the above strategies and also combine them if you feel it is appropriate. For instance, some Members invest their monthly contributions differently from the lump sum contributions. MitonOptimal CI has the day-to-day responsibility for ensuring that every penny that is invested is working for you. You can leave it to us to follow market trends, to identify opportunities and where necessary to protect against volatility or other risks depending on your personal profile.
All of the funds available to you are designed to give you a return relative to the level of risk you are comfortable with and is appropriate to your age and circumstances. You can choose to invest in one fund as a complete portfolio, or you can mix-and-match the funds as appropriate to your age and requirements.
Actively managed funds are an established and well-recognised method of diversifying your risk without losing opportunity. As an experienced investment company, MitonOptimal CI has access to world class skills and asset managers and these are all available to you through both regular contribution and/or lump sum investment.
Importantly, the Funds have been designed for transparency and to meet performance expectations. The intention is to offer Bailiwick residents the most cost-effective access to some of the best fund managers around today – and tomorrow.
Further information on these funds is available at www.mitonoptimal.com/Funds and www.ashburtoninvestments.com Though past performance cannot be taken as a guide to future earnings, these funds offer a rate of return over an investment horizon that should meet your future needs and allow for short-term market fluctuations.