The Forest GBP header image

The Forest GBP

Fund

ISIN GB0033354977 / Valor 1922568

NAV (2026-07-09)
GBP 6.56+0.84%

The Forest GBP
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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.

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capital growth income

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OTHER SHARE CLASSES OF THIS FUND

Smith & Williamson Forest
Smith & Williamson Forest Smith & Williamson Forest Valor: 1922569
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Annual Return

-50%0%+50%

Risk level

110
0.84%GBP 8.38