This website uses cookies. Read more. Okay
20 Feb 2014

Morningstar Win 2014

Foord collected the coveted “Best Fund House” award for management companies with a smaller unit trust range at the Morningstar unit trust awards held in Cape Town on 19 February 2014. Morningstar annually recognises unit trusts that have delivered excellent risk-adjusted returns for investors. The Morningstar Awards are designed to help investors identify the country's most exceptional funds and fund managers.

The Best Fund House award recognises unit trust management companies with the best risk-adjusted returns across their full suite of funds. Fund houses with three or more, but fewer than ten funds, with minimum three-year records in the Morningstar database are eligible for the smaller range award.

Writing in the Financial Mail of 21 February 2014, Stephen Cranston notes: “In the award for managers of a smaller range the clear winner is Foord Asset Management. It has an established track record since 1981 but does not spread its investment talent over too many funds – there are only five Foord unit trusts, including a feeder fund into the Foord International Fund. Foord Balanced Fund is now the eighth largest unit trust in SA with R31.5 billion under management.” He adds that Foord also manages the Nedgroup Investments Value and Stable Funds, with latter being runner up in the “Best Cautious Allocation Fund” category.

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.

Read more

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…

Read more
newsletter subscription