Insights

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…

The Foord International Fund (FIF) was launched as a global equity fund in 1997 when South African exchange controls were first relaxed. It was a tumultuous time for global equity markets. Price-earnings multiples…

Tax free investment accounts are operated in terms of S12T of the Income Tax Act. Investors utilising these accounts earn “tax free” income and capital gains.

We are proud to announce that Foord was awarded Best Fund House – Smaller Fund Range at the recent Morningstar Fund Awards.

Tax Free Savings Accounts (TFSA) were recently authorised to “go live” from 1 March 2015. The final regulations on the requirements for tax free investments were issued last week.

Investors often, and in good faith, entrust their hard-earned savings to professional fund managers. The fund manager is tasked with managing the investments in accordance with a written investment policy or mandate.