The two global Ucits fund strategies offered by Forth Capital are the Next Generation Morningstar Global Defensive Fund and the Next Generation Morningstar Global Growth Fund.
Both of the discretionary funds invest in a range of index tracking passive funds and ETFs, which are quantitatively and qualitatively assessed and selected using a qualitative research approach.
Forth Capital set up an office in London last year to provide tax advice and the Central Bank of Ireland has since regulated its recently established Dublin office to provide advice in EU countries.
It also has a presence in Dubai’s DIFC and Hong Kong.
Tom Tracy, chief executive of Forth Capital, said he asked Morningstar to create model portfolios that would be relevant to the international market place.
“We wanted our clients to have access to the very best institutional investment offerings – using cost focused funds and ETFs from Vanguard, Blackrock, State Street, L&G and other industry leaders to minimise our clients costs.”
He added that reaction from clients and the market in general has confirmed that its new investment proposition “is the way forward”.
