With the Fortress Pension Plan, you can invest into actively managed model-driven funds the MitonOptimal Core Funds 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.
- Core Growth+ Fund (GBP Ordinary Class)
- Core Diversified Fund (GBP Ordinary Class)
- Ashburton Global Defensive Sterling Feeder Fund (GBP)
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/guernsey/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.