This website uses cookies. Read more. Okay

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
YearsComposite Return %Benchmark* Return %
1 Year15.319.3
3 Years15.414.6
5 Years1415.5
Since Inception 01 October 200014.313.3

* 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

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…

Listen now

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…

Read more
newsletter subscription
Sign Up Now