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Foundation Wealth Equity Pool

Overview
Portfolio Breakdown
Performance & Distributions
Documents

The purpose of this pool

A core portfolio holding to grow capital through global equity market investments.

  • •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.

Sub-advised by -

Foundation Wealth Partners

POOL DETAILS

MGMT FEE

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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.