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Institutional Investors

Foord's track record of managing bespoke investment strategies for regulated institutional investors stretches to the early 1980s. Our approach is one of deeply ingrained investment stewardship and responsible investing is fundamental to our investment philosophy.

 

We have never been a product house. Instead, we seek to structure tailor-made investment strategies to fit the investor's unique risk and liability profiles. The strategies outlined below therefore reflect broad groupings of investor types with similar objectives and regulatory constraints. They are by no means exhaustive.

 

These strategies share Foord's core competencies of asset allocation and security selection. We prefer as much discretion as possible to sustainably deliver the best possible return at the lowest possible risk.

 

To discuss institutional portfolios, please contact:

Nick Curtin                                             Sihle Nzuza
Tel: +27 (0)21-532 6988                    Tel: +27 (0)21-532 6988
nick.curtin@foord.co.za                     sihle.nzuza@foord.co.za

SA Retirement Funds
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Retirement Fund Full Discretion

The investment objective is to achieve total returns exceeding inflation plus 5% over long-term cycles. The strategy complies with Regulation 28 of the Pension Funds Act with equity exposure capped at 75% and includes foreign assets up to a prudential maximum of 30% of portfolio.

Retirement Fund Conservative Equity

The strategy is to achieve total returns exceeding inflation plus 4% over rolling three-year periods. Capital preservation is emphasised in the short term. The portfolio is inappropriately conservative for investors with investment horizons exceeding five years. The mandates are managed to comply with Regulation 28 of the Pension Funds Act with equity exposure capped at 60% and include foreign assets up to a prudential maximum of 30% of portfolio.

Retirement Fund Low Equity

The strategy is to achieve total returns exceeding inflation plus 3% over rolling three-year periods. Capital preservation is emphasised in the short term. These “stable” portfolios are appropriate for pensioner portfolios with a time horizon less than three years. The mandates comply with Regulation 28 of the Pension Funds Act with equity exposure capped at 40% and include foreign assets up to a prudential maximum of 30% of portfolio.

Retirement Fund SA Only

The strategy provides investors with Foord’s best investment view within the constraints of Regulation 28 of the Pension Funds Act with equity exposure capped at 75% and a portfolio constructed from South African assets only. We aim to outperform the peer group over long-term cycles, with both stock selection and asset allocation expected to contribute to total returns.

SA Medical Schemes
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Medical Schemes Full Discretion

The objective is to achieve returns exceeding cash plus 2% over long-term cycles. The strategy is managed to comply with Annexure B to Regulation 30 of the Medical Schemes Act and comprises only South African assets.

SA Specialist Strategies
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SA Equity

The objective of this single-asset class strategy is to achieve a total return exceeding that of the South African equity market, as represented by the FTSE/JSE Capped All Share Index including income, with less than market risk. Our long-term outperformance target is 5% per annum.

Global Strategies
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Conservative Absolute Return

The objective is to achieve meaningful long-term inflation-beating US$ returns over rolling five-year periods, resulting in equity-like, long-term returns, but with lower risk. This is achieved by diversifying across global asset classes, geographies, investment themes and securities. Capital preservation in real terms is paramount to this conservatively managed portfolio.

Global Equity

The strategy provides investors with exposure to a diversified mix of global equity-related securities, with an objective of achieving a higher total rate of return than the MSCI All Country Net Total Return Index, without assuming greater risk.

"A multi-decade track record of successful investing evidences Foord’s capacity to consistently deliver superior investment returns for a range of investment strategies.”
- Sihle Nzuza, Investor Relations: Institutional Investors

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