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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 Year16.32.5
3 Years5.22.9
5 Years4.84.4
Since Inception 10 March 19976.22.5

* Benchmark: US Inflation

Performance History

Document downloads

Performance Overview

Insights

07 Aug 2025

MARKETS IN A NUTSHELL — FOR JULY 2025

In our monthly podcast, ‘Markets in a nutshell’, Linda Eedes unpacks July’s market performance. While global equities pushed higher, particularly in US and Chinese markets, underlying risks are emerging. US economic…

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05 Aug 2025

MARKETS IN A NUTSHELL — FOR JULY 2025

Global markets pushed higher again in July. US equities led the gains, with the index of the five hundred most valuable companies on US bourses making a slew of record highs. Blockbuster results from Big Tech giants…

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