Overview

Foundation Wealth Equity Pool
Sub-advised by Foundation Wealth Partners

A core portfolio holding to grow capital through global equity market investments.


An actively managed portfolio of managed products, individual securities, index funds, and targeted strategy funds including smart-beta, alternative strategies and private equity.

Globally diversified across developed economy markets.

Identify Alpha managed investments where available.

Select efficient Beta products where Alpha is not available.

Participate in large, mid and small capitalization segments within markets.

Details

Series
E PFC8088
$33.81
NAV
As At NOV 14 2025
0.25%
MGMT Fee
0.41%
MGMT Expense Ratio

Pool Structure
Investment Trust
Distribution Frequency
Annual, as required
Currency Hedged?
No

Eligibility
DRIP
PACC
SWP
Registered Accounts Eligible
Overview

Commissions, trailing commissions, management fees and expenses all may be associated with investment fund investments. The prospectus contains important detailed information about the investment fund. Please read the prospectus before investing. There is no assurance that any fund will achieve its investment objective, and its net asset value, yield, and investment return will fluctuate from time to time with market conditions. Investment funds are not guaranteed, their values change frequently, and past performance may not be repeated. The indicated rate of return is the historical annual compounded total return including changes in share/unit value and reinvestment of all distributions and does not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns.