Forte Strategic is a global balanced fund-of-funds with dynamic management.
The fund is managed by Stein Frode Aaseng and is an actively managed fund-of-funds with primary exposure to global equity markets, combined with positions in the fixed income market. The management is dynamic and aims to adapt to market developments over time by adjusting the portfolio's allocation between equities and bonds.
Investment Management
Forte Strategisk invests in transferable securities, interest-bearing instruments, and other funds, with broad flexibility in both geographic allocation and sector selection. The fund has a clear ambition to achieve a high risk-adjusted return, and investments are continuously adapted to optimize the balance between risk and return.
There are no sector or geographic restrictions, but at all times, at least 80 percent of the assets will be invested in equity-related instruments. Bond and fixed income positions are used to balance the portfolio. The fund seeks to create added value through sound allocation, careful selection of underlying funds, and active risk management.
Strategy
Forte Strategisk employs both strategic and tactical allocation between asset classes such as equities and fixed income, along with global diversification, to achieve returns that exceed the benchmark index. The manager continuously adjusts the exposure based on market outlook and macroeconomic conditions.
The fund invests in both active and passive underlying funds and aims to generate excess returns through careful selection, cost-efficient operations, and a focus on global growth opportunities. Risk is mitigated through broad diversification and adaptation to various market environments.
Our mandate
Forte Strategisk has a global and flexible mandate, with no restrictions on specific sectors or regions. The portfolio will primarily consist of funds with high equity exposure but may also include bond funds and cash holdings when appropriate. The fund does not pay out dividends – all returns are reinvested.
The fund is suitable for long-term investors with a minimum investment horizon of five years. It complies with UCITS regulations, and subscriptions or redemptions can normally be made on a daily basis.
