Key Features
Welcome to the Foundations Program
Welcome to a Fund that allows you to increase your return from an existing investment portfolio without changing funds, other holdings or your preferred strategy.
The Fund does this by gradual leveraging but in a unique way that does not involve the usual levels of risk, volatility, cost, restriction, and administration.
An existing life policy portfolio (or other suitable asset) is assigned to the Foundations Program and its collateral value is used to participate in a collectivised borrowing and reinvestment Program.
The Program builds up this collateral level, very gradually (over more than two years) and uses it to borrow, invest and generate an additional return. You, the investor, are able to continue to manage your original investment according to your strategy - the Program will adjust accordingly.
We are not a substitute for conventional gearing, but we do offer a much more conservative and flexible option.
The target return is an additional 4-6% p.a. to supplement the return from the assigned asset. This is paid on exit after completing at least 5 years in the Program. The advantage is that you can manage your portfolio as you wish, to get the best return and the Program will work in the background to generate extra return.
This site aims to provide you with information to determine if the fund is appropriate for your investment strategy and wealth management. If you would like to be kept up to date with developments of the Foundations Program plc please contact us.
Please note that we changed administrator in March 2008. Correspondence and applications need to be sent to their address in future (unless you have an exisitng agreement with your Foundations representative.) More details on this.
