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Foord Bond Fund

For long-term investors in South African bond instruments

INVEST NOW

INVESTMENT OBJECTIVE

To outperform the FTSE/JSE All Bond Index over rolling three-year periods, with lower risk of loss.

FOR SOUTH AFRICAN INVESTORS

  • Seeking high income yields
  • With prospects for capital growth
  • And having a moderate investment risk profile.

FUND MANAGERS

Farzana Bayat

Portfolio Manager

Rashaad Tayob

Portfolio Manager and Macro Strategist

Characteristics
Benchmark

FTSE/JSE All Bond Index. (ALBI)
Time horizon

Longer than three years.
Inception date

1 October 2022
Minimum investment

R50 000 lump sum or R1 000 per month
Significant restrictions

Zero equity exposure; maximum offshore exposure of 45%; complies with retirement fund investment regulations (Regulation 28).
Income distributions

End-March and end-September each year.
Income characteristics

In line with prevailing weighted average South African bond market yields.  
Portfolio orientation

A broad spectrum of listed and unlisted SA fixed interest securities of variable durations, reflecting the manager’s assessment of interest rate trends. Weighted average duration will typically be within two years of the ALBI’s.
Risk of loss

Low in periods longer than three years, high in periods shorter than one year.
Fees
Initial, Exit and Switching Fees

0.0%
Fee Structure

Fixed
Invest now

WHAT IF YOU HAD INVESTED WITH US IN THE PAST?

Experience the compounding phenomenon of a sustained, long-term investment with the Foord International Fund.

Calculate
Using rand returns of Foord’s best investment view South African funds. ? In calculating the current value of your hypothetical investment, we have applied the returns of Foord Asset Management’s retirement fund track record from 1 January 1990 to 31 March 2008 (gross of fees) combined with the net returns of the Foord Flexible Fund of Funds from 1 April 2008. Any information provided is not intended nor does it constitute financial, tax, legal, investment, or other type of advice, and the suitability or potential value of any information or particular investment source is not guaranteed. Performance may be affected by changes in the market or economic conditions and legal, regulatory and tax requirements. Distributions may be subject to mandatory withholding taxes. Foord does not provide any guarantee either with respect to the capital or the performance return of investments.
Using US dollar returns of Foord’s best investment view global fund. ? In calculating the current value of your investment, we have applied the long-term returns of the Foord International Trust. These returns are calculated net of fees. Past performance is no guarantee of future performance. Foord Asset Management (Singapore) Pte. Limited disclaims any liability for any loss, liability, or damages (whether direct or consequential) of any nature whatsoever that may be suffered as a result of, or which may be attributable, directly or indirectly to the use of or reliance upon the information provided.
Value Today: R0
Annualised Return: 0%
The annualised return is the effective annual percentage return achieved over the term of the investment. Results for an investment term of less than one year should be treated with caution.

Document Downloads

Foord Bond Fund - Fact Sheet - April 2024

Insights

08 May 2024

Quarterly Conversations Q1 2024 I Foord South African Equity

Linda Eedes talks to portfolio manager Wim Murray about how Foord’s South African equity strategies have performed, what’s happening in the market and how Foord is positioned going forward.

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08 May 2024

Quarterly Conversations Q1 2024 I Foord Multi Asset

Linda Eedes talks to Foord South Africa Chief Investment Officer Nick Balkin about how Foord’s multi-asset strategies have performed, what’s happening in the market and how Foord is positioned going forward.

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Foord Asset Management

TEL: +27 (0)21 532 6988

FAX: +27 (0)21 532 6999

INFO@FOORD.CO.ZA