INVESTMENT STRATEGIES

The investment strategies offered in both taxed and tax exempt form* are:

• Foundation Diversified Income
• Foundation Diversified Enhanced Yield
• Foundation Diversified Stable
• Foundation Diversified Growth
• Foundation Diversified Active
• Foundation Diversified Property Securities
• Foundation Diversified Australian Equities
• Foundation Diversified International Equities
• Foundation Diversified International Equities (Hedged)

*tax exempt strategies are applicable to trustees investing monies to pay pensions.

Investment Philosophy

To maximise long term returns while minimising short term variability of returns by diversification across investment managers, investment styles and asset classes.

Risk Management

The Trust and the investment managers’ embrace risk management as an essential tool to improve long-term returns.

The investment managers’ systems and safeguards are designed to minimise risks and to ensure that any risks that remain are understood and carefully managed. Each manager is responsible for ensuring that appropriate policies and procedures are in place to identify and monitor the risks faced by the manager.