Funds at a Glance

TARGETED RETURN FUNDS

Fortress Income Builder US Fund
Objective: Targets a fixed return of 8% per year with low volatility

The Fund is an alternative to low-yielding US fixed income investments. It invests in a portfolio of select high quality US equities at attractive valuations, with options around the core portfolio to limit risk and generate income. [More details]

Fortress Income Builder International Fund
Objective: Targets a fixed return of 8% per year with low volatility

The Fund is an alternative to low-yielding international fixed income investments. It invests in a portfolio of select high quality non-US equities at attractive valuations, with options around the core portfolio to limit risk and generate income. [More details]

LONG TERM GROWTH FUNDS

Fortress US Equity Fund
Objective: Long term growth with limited risk in US large cap equities

The Fund invests for long term growth using our systematic, value-based process in US large cap equities. The disciplined approach consistently positions in a portfolio of approximately 30 stocks that offer the best value in the US market. [More details]

Fortress International Equity Fund
Objective: Long term growth with limited risk in non-US large cap equities

The Fund invests for long term growth using our systematic, value-based process in non-US large cap equities. The disciplined approach consistently positions in a portfolio of approximately 30 stocks that offer the best value in the international market. [More details]

Fortress Emerging Markets Fund
Objective: Long term growth with limited risk in emerging markets equities

The Fund invests for long term growth using our systematic, value-based process in large-cap emerging markets equities. The disciplined approach consistently positions in a portfolio of approximately 30 stocks that offer the best value in the emerging markets. [More details]

WHOLE PORTFOLIO

Fortress Global Opportunity Wealth Fund
Objective: Long term appreciation for the whole portfolio

The Fund is a “one stop shop” for investors who wish to make one easy decision for long term wealth preservation and growth. [More details]