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
Insights
14 Jan 2021
Year in review
We will remember 2020 as the year COVID-19 dramatically impacted our lives. Portfolio manager Mike Townshend looks at the year that was.
10 Dec 2020
Foord Global Funds boost SA performance
Returns on Foord’s South African multi-asset funds rank near the top of their respective peer groups this year as might be expected from Foord during especially troubled markets. The two Foord global funds buoyed…