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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 Q2 2025
Foord Balanced Fund - Foord Investment Report Q2 2025
Foord Conservative Fund - Foord Investment Report Q2 2025
Foord Equity Fund - Foord Investment Report Q2 2025
Foord Flexible Fund of Funds - Fact Sheet - July 2025
Foord Conservative Fund - Fact Sheet - July 2025
Foord Balanced Fund - Fact Sheet - July 2025
Foord Domestic Balanced Fund - Fact Sheet - July 2025
Foord Equity Fund - Fact Sheet - July 2025
Foord International Feeder Fund - Fact Sheet - July 2025
Foord Global Equity Feeder Fund - Fact Sheet - July 2025
Foord International Fund - Fact Sheet - July 2025
Foord Global Equity Fund - Fact Sheet - July 2025
Foord International Trust - Fact Sheet - July 2025
Foord Asia ex-Japan Fund - Fact Sheet - July 2025
Foord Flex Income Fund - Fact Sheet - July 2025
Foord Bond Fund - Fact Sheet - July 2025
Foord Income Fund - Fact Sheet - July 2025
Prescient Foord International Feeder Fund - Fact Sheet - July 2025
Prescient Foord Global Equity Feeder Fund - Fact Sheet - July 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 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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