Unit trusts offer a flexible and transparent way to invest in a diversified portfolio of market-linked assets. They are professionally managed and tailored to suit different risk profiles and investment goals.
Your investment is pooled with others and managed by experienced fund managers who allocate assets across equities, bonds, property, and cash to optimise growth and manage risk.
Access to professionally managed portfolios
Diversification across asset classes
Flexibility to invest, switch, or withdraw
Suitable for short-, medium-, and long-term goals
Ideal for investors seeking market exposure with professional oversight, whether building wealth or supplementing existing investments.
The Foundation Wealth team works closely with successful business people, their life partners and families to overcome the challenges involved in managing complex affairs and significant wealth.