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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 6.8 2
3 Years 3.7 1.8
5 Years 4.4 5.2
Since Inception 01 October 2000 14.5 12.9

* 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

14 Jan 2021

Year in review

We will remember 2020 as the year COVID-19 dramatically impacted our lives. Portfolio manager Mike Townshend looks at the year that was.

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10 Dec 2020

Foord Global Funds boost SA performance

Returns on Foord’s South African multi-asset funds rank near the top of their respective peer groups this year as might be expected from Foord during especially troubled markets. The two Foord global funds buoyed…

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Foord Asset Management

TEL: +27 (0)21 532 6988

TEL: +27 (0)21 532 6999

INFO@FOORD.CO.ZA