Retirement Fund SA Only
Foord's best investment view for discretionary retirement fund portfolios.
These mandates invest in a mix of local only asset classes and are managed to comply with the prudential requirements of the South African Pension Funds Act (Regulation 28). They are balanced portfolios reflecting Foord’s best investment view for discretionary retirement fund portfolios in terms of asset allocation and security selection, with the added constraint of South African assets only. The investment objective is to exceed the relevant peer group as well as appropriately constructed weighted asset class benchmarks over rolling three to five-year periods, at the lowest possible risk.
Foord’s domestic balanced strategy seeks to maximise the long-term returns of retirement fund savings whilst preserving member capital in real terms through the typical business cycle. Being a full discretion, local assets only portfolio, the fund manager is able to use both asset allocation and stock selection decisions to achieve optimal long-term returns.
Over time, Foord has managed to outperform the domestic balanced peer group over most rolling three to five year periods. A similar outcome has been achieved when measured against an appropriately constructed weighted asset class benchmark.
Benchmark: 65% Equity, 25% Bonds, 5% Property, 5% Cash
|Years||Composite Return %||Benchmark* Return %|
|Since Inception 01 October 2000||14.5||12.9|
* Benchmark: 65% Equity, 25% Bonds, 5% Property, 5% Cash
Peer Group: AFB SALMW NI Mean Benchmark: 65% Equity, 25% Bonds, 5% Property, 5% Cash