Smith & Williamson Forest

The Forest Fund aims to grow capital and generate income by actively investing in a diverse mix of global assets across all economic sectors. Its portfolio includes stocks, other investment funds, government and corporate bonds, cash and money market instruments, warrants, and derivatives. The fund uses these various asset types to manage risks, reduce costs, and pursue strategic investment opportunities, allowing it to adapt and optimize its holdings based on the manager’s decisions without being tied to any specific benchmark.