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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
YearsComposite Return %Benchmark* Return %
1 Year7.12.4
3 Years-0.43.6
5 Years4.94.4
Since Inception 10 March 19975.92.5

* Benchmark: US Inflation

Performance History

Document downloads

Performance Overview

Insights

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