Morningstar Award - 4th Year In A Row
Foord was awarded Best Fund House – Smaller Fund Range at the Morningstar Awards held in Cape Town on 1 March 2017. This is the fourth year in a row that Foord has won this award, a pleasing testament to Foord’s focus on investing through investment cycles. Morningstar’s methodology emphasises one-year risk adjusted returns, but funds must also have delivered compelling three- and five-year returns after adjusting for risk within the awards peer groups in order to obtain an award.
The best fund house awards are given to the fund groups with the best performing fund line-ups on a risk adjusted basis. The “smaller fund range” award is for fund houses with fewer than 10 funds (but more than three funds) with minimum five-year track records in the Morningstar database.
Full details and basis of the award are available from Foord Asset Management
Share this on:
Insights
25 Apr 2025
Investing With Confidence for Safety and Growth
In an increasingly unpredictable global market, uncertainty continues to dominate the investment landscape. From inflation and interest rate volatility to geopolitical conflict and currency instability, investors…
25 Apr 2025
SA Equities — Beyond the Gloom
South Africa's stock market has endured a challenging decade marked by sluggish economic growth, policy uncertainty, and capital flight. The advent of the GNU brought with it the prospect of political stability, and…