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Foundation Wealth Diversifier Pool

Overview
Portfolio Breakdown
Performance & Distributions
Documents

The purpose of this pool

  • 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

Knowledge Wisdom Integrity

A critical thinking firm, committed to delivering independent advice and efficient portfolio management. An experienced advisory practice advising:

  • Individuals, families and trusts
  • Family Enterprises, Business Families
  • Family Offices
  • Business Successions
  • Liquidity Events
  • POOL DETAILS

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