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Conservative Absolute Return

For conservative, absolute return-orientated global investors.

OVERVIEW

The Foord International Fund is a conservatively managed portfolio of listed securities on global exchanges – including equities, exchange traded funds, interest-bearing securities, property and cash deposits. The investment managers will allocate assets across these asset classes in a fully flexible manner in variable weightings as appropriate. The fund aims to achieve long-term inflation-beating US$ returns over rolling five-year periods, resulting in equity like long-term returns, but with lower risk.

STRATEGY

Notwithstanding the flexible asset allocation policy, the fund outperforms world equity markets over the long term with lower volatility and a lower risk of loss (as measured by maximum drawdowns). The graph below shows the fund's annualised returns and the US inflation rate over the rolling five-year cycles and the real return over the same period. The graph demonstrates that the fund has consistently delivered real returns of approximately 5% per annum in US dollars over rolling five-year cycles.

Long-term real returns

Historic investment returns
Years Composite Return % Benchmark* Return %
1 Year 9.7 5.4
3 Years 5.5 2.8
5 Years 5.4 2.6
Since Inception 10 March 1997 6.4 2.2

* Benchmark: US Inflation

Performance History

Document downloads


Performance Overview

Insights

21 Oct 2021

China - regulating for change

Recent Chinese regulatory initiatives across high-profile industries have spooked global investors.

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07 Oct 2021

Foord Turns 40

Foord opened its doors for business on 1 October 1981 in Market House, Greenmarket Square. Then known as Foord & Meintjes, founders Dave Foord and Liston Meintjes were joined by receptionist Loretta Macleod (retired…

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