Active management is true fund management.

Forte Strategisk is a global balanced fund-of-funds

The fund is managed by Stein Frode Aaseng and is an actively managed fund-of-funds with main exposure to global equity markets, combined with positions in fixed income markets.

Management

FORTE Strategisk is an actively managed equity fund that invests in ordinary mutual funds, exchange traded funds and individual securities. The underlying funds may be, but are not limited to, global funds, regional funds and industry funds. The investment process aims to create a cost-effective and liquid exposure that mirrors the exposure of the Government Pension Fund Global (the oil fund).

Strategy – how to create results?

FORTE Strategisk aims to give unitholders broad exposure to the global equity and bond markets. By dynamically adjusting the proportion of equities, the geographical distribution and various bonds, the fund seeks to achieve a risk-adjusted return in line with the Government Pension Fund Global (the oil fund).

Our mandate

Forte Strategic has a global mandate similar to the oil fund’s investment framework. The fund has a minimum equity exposure of 80% including real estate and infrastructure. The bond portfolio consists of 30% corporate bonds and 70% government bonds. The fund has no currency hedging.

The fund is suitable for long-term savers with a minimum investment horizon of 5 years. It follows the UCITS regulations, and investments can normally be subscribed or redeemed daily.