Institutional Investors

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 45% of portfolio.

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 45% of portfolio.

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 45% of portfolio.

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.

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.

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.

The strategy is suitable for investors seeking high income yields with prospects for capital gain and a moderate investment risk profile. It aims to outperform the FTSE/JSE All Bond Index over rolling three-year periods, with lower risk of loss. The investment horizon ought to exceed three years.

The strategy is suitable for investors seeking high income yields with some prospects for capital growth and low tolerance for capital loss. The investment investment horizon is 12 months to two years. The benchmark is 110% of Alexander Forbes Short-term Fixed-interest Call Deposit Index (Stefi Call).

The strategy aims to provide an income yield exceeding returns from money market portfolios with low probability of capital loss over an investment horizon of six months to one year. The benchmark is the Alexander Forbes Short-term Fixed-interest Composite Index (Stefi).

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.

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.

The objective of this Asia-ex Japan strategy is to achieve long-term capital growth by investing in a diversified portfolio of listed equities whose businesses are predominantly focused on the Asia ex-Japan region.