Overview
Portfolio Breakdown
Performance & Distributions
Documents

The purpose of this pool

  • An actively managed portfolio of managed products, individual securities, index funds, and targeted strategy funds including smart-beta, alternative strategies and private equity.
  • Globally diversified across developed economy markets.
  • Identify Alpha managed investments where available.
  • Select efficient Beta products where Alpha is not available.
  • Participate in large, mid and small capitalization segments within markets.

Managed by -

Foundation Wealth Partners

POOL DETAILS

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