Foundation Portfolios

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.

Reduced Fees

Lower management costs than active open-ended investment companies.

Attractive Returns

Consistent benchmark beating returns.

Investing Diversification

International diversification and range of holdings.

Key Objectives

  • Attractive long-term performance and returns
  • International diversification and range of holdings
  • Global equity strategies
  • Lower management costs than active open-ended investment companies
Foundation Defensive Portfolio

Defensive Portfolio

The Foundation Defensive Portfolio is a buy and hold growth strategy implemented through index-tracking unit trust funds. It is aimed at medium to long term investors who are seeking a cautious investment that has a genuine prospect of capital growth.

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Foundation Defensive Portfolio

Cautious Portfolio

The Foundation Cautious Portfolio is a buy and hold growth strategy implemented through index-tracking unit trust funds. It is aimed at medium to long term investors who are seeking a relatively cautious investment that has a genuine prospect of capital growth.

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Foundation Balanced Portfolio

Balanced Portfolio

The Foundation Balanced Portfolio is a buy and hold growth strategy implemented through index-tracking unit trust funds. It is aimed at medium to long term investors who are seeking capital growth from a diversified portfolio of mainly equity investments.

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Foundation Strategic Portfolio

Strategic Portfolio

The Foundation Strategic Portfolio is a buy and hold growth strategy implemented through index-tracking unit trust funds. It is aimed at medium to long term investors who are seeking capital growth from a diversified portfolio of mainly equity investments.

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Foundation Adventurous Portfolio

Adventurous Portfolio

The Foundation Adventurous Portfolio is a buy and hold growth strategy implemented through index-tracking unit trust funds. It is aimed at medium to long term investors who are seeking capital growth from a speculative portfolio of mainly equity investments.

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Foundation Performance Report

Performance Report

Here are the FE Analytics reports that compare the relative performance over the past five years and the respective technical ratios for each of the five Foundation Portfolios against one another. These reports are updated monthly.

Performance Report