A low-cost actively managed portfolio service designed for long-term capital growth through the use of index tracking funds.
As a complement and contrast to our unique, tactically managed portfolio we also offer investors a long only investment strategy utilising the same low-cost underlying index tracking funds held within our Guardian portfolios.
Our five Foundation portfolios are designed to provide long term capital growth for investors seeking to accumulate wealth but at a competitive cost. These complementary portfolios will allow Financial Advisers to plan with greater flexibility the most suitable portfolio blend for an individual investor depending upon their circumstances.
Our Foundation portfolios are designed to assist in an efficient, reliable, low-cost accumulation investment strategy.
Lower management costs than active open-ended investment companies.
Consistent benchmark beating returns.
International diversification and range of holdings.
- Attractive long-term performance and returns
- International diversification and range of holdings
- Global equity strategies
- Lower management costs than active open-ended investment companies