Breadcrumb Home Investments Forms and Documents Forms and Documents Please contact us on info@foord.co.za or 021 532 6988 if you cannot locate the information you need. ANNUAL FINANCIAL STATEMENTS Foord Unit Trusts Annual Report 2020 QUARTERLY PORTFOLIO INVESTMENT REPORTS Foord Flexible Fund of Funds quarterly report - December 2020 Foord Balanced Fund quarterly report - December 2020 Foord Conservative Fund quarterly report - December 2020 Foord Equity Fund quarterly report - December 2020 FACTSHEETS Foord Flexible Fund of Funds - Fact Sheet - March 2021 Foord Conservative Fund - Fact Sheet - March 2021 Foord Balanced Fund - Fact Sheet - March 2021 Foord Equity Fund - Fact Sheet - March 2021 Foord International Feeder Fund - Fact Sheet - March 2021 Foord Global Equity Feeder Fund - Fact Sheet - March 2021 Foord International Fund - Fact Sheet - March 2021 Foord Global Equity Fund - Fact Sheet - March 2021 Foord International Trust - Fact Sheet - March 2021 TRANSACTION FORMS Application form for new investor (natural person) Application form for new investor (legal entity) Top-up form Switch form Transfer form Redemption form Tax free investment form Tax free investment transfer form Dividend tax exemption form Dividend tax reduced rate form Tax self-certification form Investor online registration form NEWSLETTERS 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 - June 2015 Foreword - March 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 PRESENTATIONS Mind of the Manager - January 2020 Mind of the Manager - October 2019 Meet the Team - November 2019 ESG REPORTING Quarterly ESG Report ESG Policy Document Stewardship Report Voting Policy COMPLIANCE REPORTING Conflicts of Interest Management Policy Section 51 Manual/PAIA Complaints Foord Balanced Fund - Regulation 28 Certificate Foord Conservative Fund - Regulation 28 Certificate Foord Balanced Fund - 2020 Audit Report Foord Conservative Fund - 2020 Audit Report REGULATORY INFORMATION Foord Unit Trust Scheme Main Deed Amended with Supplemental Deeds Foord Unit Trusts regulatory approval Foord Asset Management FAIS licence Professional Indemnity Insurance FOORD GLOBAL FUNDS 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