Consistent Top Ranking Returns
Consistency is key to long-term investment success. Recent unit trust performance data released by Morningstar highlight the consistency of Foord’s long-term track records across all its flagship investment strategies for periods ended 31 May 2015.
Foord Equity Fund – 1st out of 50 funds over 10 years
Foord Balanced Fund – 3rd out of 35 funds over 10 years
Foord Flexible Fund of Funds – 1st out of 17 and 13 funds respectively over 5 and 7 years
Foord International Feeder Fund – 2nd out of 16 funds over 7 years
DISCLAIMER
This communication is provided for general information only and assumes a certain level of knowledge of financial markets. Investment values fluctuate daily, and losses may be made. Past performance is not necessarily a guide to the future. Please refer to the factsheets at www.foord.co.za for further information regarding the nature of unit trust investments, potential risks and fees. Foord is a member of The Association for Savings and Investment SA.
Insights
16 May 2025
From Underdog to Innovator: China’s High-Tech Ascent Amid Trade Tensions
In this episode, Foord portfolio managers Brian Arcese and JC Xue discuss the recent US-China 90-day tariff rollback and what it means for the future of trade and investment. They explore China’s shift toward…
14 May 2025
MARKETS IN A NUTSHELL — FOR APRIL 2025
In our monthly podcast, ‘Markets in a nutshell’, Linda Eedes unpacks the month shaped by Trump’s surprise tariff announcement, which rattled global markets and rekindled fears of a trade war and US recession. From…