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Foundation Wealth Income Pool

Overview
Portfolio Breakdown
Performance & Distributions
Documents

The purpose of this pool

A diversified portfolio of securities selected for the best potential for capital preservation and reliable income.

  • •Focus is to diversify across a global geographic of developed economies with the best fixed income teams.
  • •Securities selected to provide exposure to a broad range of fixed income securities including government, corporate, private and retail debt instruments.
  • •Investment selection is open to include non-traditional holdings with consistent cash flow.

Sub-advised by -

Foundation Wealth Partners

POOL DETAILS

MGMT FEE

NAV

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 EXPAND ALL DETAILS
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.