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Retirement Fund SA Only

Foord's best investment view for discretionary retirement fund portfolios.

OVERVIEW

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.

STRATEGY

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.

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

Historic investment returns
Years Composite Return % Benchmark* Return %
1 Year -4.9 -11.6
3 Years 0.1 -0.7
5 Years 1.1 1.2
Since Inception 01 October 2000 14.2 12.6

* Benchmark: 65% Equity, 25% Bonds, 5% Property, 5% Cash

Performance History

Peer Group: AFB SALMW NI Mean
Benchmark: 65% Equity, 25% Bonds, 5% Property, 5% Cash

Document downloads

Performance Overview

Insights

24 Apr 2020

Politics of oil

There has been a seismic change in global oil markets, with potentially devastating long-term risks to the global economy and geopolitics. Portfolio manager and resources analyst MIKE TOWNSHEND looks at the politics…

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09 Apr 2020

THE PIN THAT POPPED THE BUBBLE

Global equity markets delivered the best calendar-year return of the decade in 2019. Many markets were at or near all-time highs. In this podcast, Nick Curtin talks to Foord Singapore portfolio manager Brian Arcese…

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Foord Asset Management

TEL: +27 (0)21 532 6988

TEL: +27 (0)21 532 6999

INFO@FOORD.CO.ZA