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.
Managed by -
Foundation Wealth Partners