Foundation Cautious Portfolio

Aimed at medium to long term investors who are seeking a relatively cautious investment that has a genuine prospect of capital growth.

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.

The equity element of the portfolio will not exceed 40%.

The chosen passive index tracking funds can invest in UK and overseas equities, commercial property, fixed interest securities, natural resources, precious metals and cash.

The Foundation Cautious Portfolio is benchmarked against the average performance of the IA Mixed Investment 20% - 60% Equity Sector.

Cumulative Performance Chart

Image Description

Cumulative performance chart shows % growth from 31/03/2015 to 31/03/2020 calculated using bid prices with income re-invested into the fund net of tax. The cumulative performance chart shows how the portfolio has performed against the benchmark taking into account the changing composition of the portfolio over the period of time shown.