Portfolio holdings disclosure
This portfolio holdings information provides a look through at the underlying holdings for WealthFoundations Super and Pension and WealthSolutions Super and Retirement Income. These holdings are grouped by asset class and are as at 31 December 2023.
If you have any questions, please contact us at [email protected] or call us at 132 977.
WealthFoundations Super
- Guaranteed Cash
- IPS Active Dynamic 30
- IPS Active Dynamic 50
- IPS Active Dynamic 70
- IPS Active Dynamic 90
- IPS Active Strategic 30
- IPS Active Strategic 50
- IPS Active Strategic 70
- IPS Active Strategic 85
- IPS Active Strategic 100
- IPS Index Dynamic 30
- IPS Index Dynamic 50
- IPS Index Dynamic 70
- IPS Index Dynamic 90
- IPS Index Strategic 30
- IPS Index Strategic 50
- IPS Index Strategic 70
- IPS Index Strategic 85
- IPS Index Strategic 100
- IPS Index Base 50
- IPS Index Base 70
- IPS Index Base 100
- IPS Active Australian Shares
- IPS Active International Shares
- IPS Index Shares
- IPS Conservative Growth
- IPS Income
- IPS Money Market
- Cautious 30
- Prudent 50
- Assertive 70
- Aggressive 95
WealthFoundations Pension
- Guaranteed Cash
- IPS Active Dynamic 30
- IPS Active Dynamic 50
- IPS Active Dynamic 70
- IPS Active Dynamic 90
- IPS Active Strategic 30
- IPS Active Strategic 50
- IPS Active Strategic 70
- IPS Active Strategic 85
- IPS Active Strategic 100
- IPS Index Dynamic 30
- IPS Index Dynamic 50
- IPS Index Dynamic 70
- IPS Index Dynamic 90
- IPS Index Strategic 30
- IPS Index Strategic 50
- IPS Index Strategic 70
- IPS Index Strategic 85
- IPS Index Strategic 100
- IPS Index Base 50
- IPS Index Base 70
- IPS Index Base 100
- IPS Active Australian Shares
- IPS Active International Shares
- IPS Index Shares
- IPS Conservative Growth
- IPS Income
- IPS Money Market
- Cautious 30
- Prudent 50
- Assertive 70
- Aggressive 95