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
07 Oct 2021
Foord Turns 40
Foord opened its doors for business on 1 October 1981 in Market House, Greenmarket Square. Then known as Foord & Meintjes, founders Dave Foord and Liston Meintjes were joined by receptionist Loretta Macleod (retired…
07 Oct 2021
Markets in a nutshell — September 2021
Another eventful month in global markets, another modicum of time in the stewardship of investments. This month Foord celebrates 40 years in business and we thank all our investors for their loyalty over the years.…