Foundation Strategic Portfolio

Aimed at medium to long term investors who are seeking capital growth from a diversified portfolio of mainly equity investments.

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.

The equity element of the portfolio will not exceed 70%.

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 Strategic Portfolio is benchmarked against the average performance of the IA Mixed Investment 40% - 85% Equity Sector.

Cumulative Performance

Cumulative performance chart shows % growth from 30/06/2015 to 30/06/2020 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.

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