Our Investments
| Investment Name | Type | Risk | Time Horizon | ||
|---|---|---|---|---|---|
| Foord Flexible Fund of Funds | Unit Trust | High, Medium, Medium high | 04 to 50 years |  |
|
| Foord Equity Fund | Unit Trust | High, Low medium, Medium, Medium high | 06 to 50 years | |
|
| Foord Balanced Fund | Unit Trust | Low medium, Medium, Medium high | 05 to 50 years | |
We’ve queried our database of tax-free investments and selected ones that match your risk level and time horizon. So using the inputs you gave us on the previous page, we’ve queried our database for products that fit.
If you want to change your time horizon or risk tolerance, please use the investment picking tool again.
Click the i next to each investment for more information about it. You can also click on the “contact me” links to have subscribing investment providers contact you.
Foord Flexible Fund of Funds
The fund seeks to provide investors with a net-of-fee return of 5% per annum above the annual change in the South African Consumer Price Index, measured over rolling three-year periods. It aims to achieve this objective by exploiting the benefits of global diversification in a portfolio that continually reflects Foord Asset Management’s prevailing view on all available asset classes, both in South Africa and abroad.
Investors with a moderate risk profile who require long-term inflation-beating total returns from a dynamically managed multi-asset class portfolio. It is appropriate for investors seeking a balanced exposure to domestic and foreign assets, according to Foord’s best investment view.
| Return Period Years | Return Percentage | Benchmark Percentage |
|---|---|---|
| 1 Year | 13.60% | 11.70% |
| 3 Years | 14.90% | 10.70% |
Foord Equity Fund
The Foord Equity Fund aims to earn a higher total rate of return than that of the South African equity market, as represented by the return of the FTSE/JSE All Share Index including income, with less than market risk.
Investors who require long-term capital growth and who are able to withstand investment volatility in the short to medium term.
| Return Period Years | Return Percentage | Benchmark Percentage |
|---|---|---|
| 1 Year | 2.10% | 6.30% |
| 3 Year | 12.80% | 12.00% |
Foord Balanced Fund
The Foord Balanced Fund aims to achieve the steady growth of income and capital as well as the preservation of real capital (capital as adjusted for inflation). The portfolio is managed to comply with the statutory investment limits set for retirement funds in South Africa.
Investors whose risk tolerance is below that of a pure equity fund investor and those who require the asset allocation decision to be made for them, within prudential guidelines. Because the fund complies with Regulation 28, it is ideally suited to being a substantial component of any retirement savings portfolio and is especially suitable for retirement funds, pension fund members and holders of contractual savings products.
| Return Period Years | Return Percentage | Benchmark Percentage |
|---|---|---|
| 1 Year | 8.00% | 9.00% |
| 3 Year | 11.20% | 10.30% |
