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Foundation Wealth Diversifier Pool

Overview
Portfolio Breakdown
Performance & Distributions
Documents

The purpose of this pool

A non-core holding to reduce portfolio volatility through investments with low correlation with broad markets.

  • •Securities are selected to compliment the holdings in core equity and income pools.
  • •An actively managed product with the ability to select individual securities, index funds and targeted-strategy funds including smart beta, alternative and private equity strategies.
  • •Investments selection is open to include strategies that participate in equity markets using derivatives and leveraged strategies, capped at 10% of the portfolio’s assets.

Sub-advised by -

Foundation Wealth Partners

POOL DETAILS

MGMT FEE

NAV

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Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. The indicated rate of return is the historical annual compounded total return including changes in share/unit value and reinvestment of all distributions and does not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.