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.
- •Focus on the best investment managers available anywhere in the world.
- •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.
Managed by -
Foundation Wealth Partners