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Global Equity

For long-term investors in international listed equities.

OVERVIEW

The objective of this single-asset class strategy is to construct a globally diversified portfolio of quality companies bought at reasonable prices to achieve long-term US dollar returns with minimum risk of capital loss. History has shown that equity-only mandates typically provide the best long-term real returns – but they come with the greatest volatility of returns over shorter time horizons. The long-term outperformance target is 2 to 3% per annum in excess of the relevant benchmark after costs.

STRATEGY

Although the global equity strategy is relatively new, the strategy is managed according to the long-standing tried and tested Foord investment philosophy. Because Foord portfolios reflect a concentration on our very best long-term investment ideas, there can be prolonged periods of under-performance relative to the market index in the short to medium term. This has been a common feature of the performance patterns of Foord portfolios since inception in the early 1980s. Indeed, the highly regarded Foord International Fund suffered cumulative under-performance of almost 50% (relative to global equity indices) in the first three year’s of its existence. This was more than made however, over the longer-term as the full investment cycle played out and the dominant investment theses in the portfolio resulted in comfortable outperformance in the fullness of time. We believe that the Foord Global Equity Fund is indeed on a similar trajectory in this early part of its life cycle.

Historic investment returns
YearsComposite Return %Benchmark* Return %
1 Year11.711.8
3 Years5.710.3
5 Years813.1
Since Inception 01 June 20126.810.3

* Benchmark: MSCI All Countries World Index

Performance History

Document downloads


Performance Overview

Insights

16 May 2025

From Underdog to Innovator: China’s High-Tech Ascent Amid Trade Tensions

In this episode, Foord portfolio managers Brian Arcese and JC Xue discuss the recent US-China 90-day tariff rollback and what it means for the future of trade and investment. They explore China’s shift toward…

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14 May 2025

MARKETS IN A NUTSHELL — FOR APRIL 2025

In our monthly podcast, ‘Markets in a nutshell’, Linda Eedes unpacks the month shaped by Trump’s surprise tariff announcement, which rattled global markets and rekindled fears of a trade war and US recession. From…

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