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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 2.5 -3.3
3 Years 1.3 0.6
5 Years 2.9 3.3
Since Inception 01 October 2000 14.3 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

02 Sep 2020

Investment Insight - In Conversation with Dave Foord

Dave Foord talks to Nedgroup Investments’ Rob Johnson about the events that unfolded over the last nine months and what experiences have helped him navigate the current situation.

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31 Aug 2020

The More Things Change...

The COVID-19 pandemic has dramatically and swiftly changed our living routines and operating habits. Future gazers have opined on how much of our daily lives will change permanently. But Foord Singapore analyst JC…

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