Overview
Portfolio Breakdown
Performance & Distributions
Documents

The purpose of this pool

  • 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.

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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