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Forms and Documents

Please contact us on info@foord.co.za or 021 532 6988 if you cannot locate the information you need.

Foord Unit Trusts Annual Report 2025
Foord Flexible Fund of Funds - Foord Investment Report Q1 2025
Foord Balanced Fund - Foord Investment Report Q1 2025
Foord Conservative Fund - Foord Investment Report Q1 2025
Foord Equity Fund - Foord Investment Report Q1 2025
Foord Flexible Fund of Funds - Fact Sheet - June 2025
Foord Conservative Fund - Fact Sheet - June 2025
Foord Balanced Fund - Fact Sheet - June 2025
Foord Domestic Balanced Fund - Fact Sheet - June 2025
Foord Equity Fund - Fact Sheet - June 2025
Foord International Feeder Fund - Fact Sheet - June 2025
Foord Global Equity Feeder Fund - Fact Sheet - June 2025
Foord International Fund - Fact Sheet - June 2025
Foord Global Equity Fund - Fact Sheet - June 2025
Foord International Trust - Fact Sheet - June 2025
Foord Asia ex-Japan Fund - Fact Sheet - June 2025
Foord Flex Income Fund - Fact Sheet - June 2025
Foord Bond Fund - Fact Sheet - June 2025
Foord Income Fund - Fact Sheet - June 2025
Prescient Foord International Feeder Fund - Fact Sheet - June 2025
Prescient Foord Global Equity Feeder Fund - Fact Sheet - June 2025
Application form for new investor (legal entity)
Application form for new investor (natural person)
Top-up form
Investor details update form (natural persons)
Switch form
Transfer form
Redemption form
Tax free investment investment application / redemption form
Tax free investment transfer form
Dividend tax exemption form
Dividend tax reduced rate form
Tax self-certification form
Investor online registration form
Foreword - September 2022
Foreword - June 2022
Foreword - March 2022
Foreword - December 2021
Foreword - September 2021
Foreword - June 2021
Foreword - March 2021
Foreword - December 2020
Foreword - September 2020
Foreword - June 2020
Foreword - March 2020
Foreword - December 2019
Foreword - September 2019
Foreword - June 2019
Foreword - March 2019
Foreword - December 2018
Foreword - September 2018
Foreword - June 2018
Foreword - March 2018
Foreword - December 2017
Foreword - September 2017
Foreword - June 2017
Foreword - March 2017
Foreword - December 2016
Foreword - September 2016
Foreword - June 2016
Foreword - March 2016
Foreword - December 2015
Foreword - September 2015
Foreword - March 2015
Foreword - June 2015
Foreword - December 2014
Foreword - September 2014
Foreword - June 2014
Foreword - March 2014
Foreword - December 2013
Foreword - September 2013
Foreword - June 2013
Foreword - March 2013
Foreword - December 2012
Foreword - September 2012
Foreword - June 2012
Foreword - March 2012
Foreword - December 2011
Foreword - September 2011
Foreword - June 2011
Foreword - March 2011
Foreword - December 2010
Foreword - September 2010
Foreword - June 2010
Foreword - March 2010
Foreword - December 2009
Foreword - September 2009
Foreword - June 2009
Foreword - March 2009
Foreword - December 2008
Foreword - September 2008
Foreword - June 2008
Foreword - March 2008
Foreword - December 2007
Foreword - September 2007
Foreword - June 2007
Foreword - March 2007
Mind of the Manager - January 2020
Mind of the Manager - October 2019
Meet the Team - November 2019
Quarterly ESG Report
ESG Investment Policy
CRISA Code
Stewardship Report
Voting Policy
Conflict of Interest Management Policy
Section 51 Manual/PAIA
Complaints
Foord Balanced Fund - Regulation 28 Certificate
Foord Conservative Fund - Regulation 28 Certificate
Foord Balanced Fund - 2021 Audit Report
Foord Conservative Fund - 2021 Audit Report
Foord Unit Trust Scheme Main Deed Amended with Supplemental Deeds
Foord Unit Trusts regulatory approval
Foord Asset Management FAIS licence
Professional Indemnity Insurance
Disclosures to South African investors - Foord International Fund
Disclosures to South African investors - Foord International Trust
Disclosures to South African investors - Foord Global Equity Fund
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