This website uses cookies. Read more. Okay

Medical Schemes Full Discretion

Foord's best investment view for discretionary SA Medical Schemes portfolios.

OVERVIEW

These mandates invest in a mix of local only asset classes and are managed to comply with the prudential requirements of Annexure B to Regulation 30 of the Medical Schemes Act. They are balanced portfolios reflecting Foord’s best investment view for discretionary medical schemes portfolios in terms of asset allocation and security selection.

STRATEGY

The investment objective is to achieve returns exceeding cash plus 2%, after all costs, over long-term cycles. Foord’s conservative, absolute return investment philosophy is naturally given to these kinds of low risk multi-asset class balanced funds. The chart below shows the long-term cumulative return of the Foord Medical Schemes composite relative to the cash plus 2% benchmark.

Long-term returns

Historic Investment Returns
YearsComposite Return %Benchmark* Return %
1 Year11.69.7
3 Years8.29.4
5 Years7.37.8
Since Inception 01 November 200210.68.6

* Benchmark: Call Daily + 2%

Performance history

Document download

Performance Overview

Insights

06 Jun 2025

MARKETS IN A NUTSHELL — FOR MAY 2025

In our monthly podcast, ‘Markets in a nutshell’, Linda Eedes explores what made May 2025 one of the strongest months for equity markets in the past year and whether the rebound is built on solid ground. She also…

Listen now

05 Jun 2025

MARKETS IN A NUTSHELL — FOR MAY 2025

May brought a new pontiff to Rome and a fresh breeze to markets after Beijing and Washington stepped back from the tariff cliff. The two countries agreed to steeply cut bilateral tariffs and pause further…

Read more
newsletter subscription
Sign Up Now