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Unit Trusts

Foord offers a suite of actively managed unit trusts designed to satisfy the investment needs of most long-term investors. 

Best Investment View Funds

(Unconstrained flexible investment strategies) Explore Fund Fact Sheet Quarterly Report
Foord Flexible
For unconstrained, long-term South African investors
Foord International
For conservative, absolute return-oriented global investors
SA feeder fund (CLOSED)
US dollar denominated global fund

REG 28 BALANCED FUNDS

(Comply with Regulation 28 of the Pension Funds Act) Explore Fund Fact Sheet Quarterly Report
Foord Balanced
For long-term investors in South African retirement fund products
Foord Conservative
For conservative, medium-term investors in South African retirement fund products

Specialist Equity Funds

(Seeking to outperform equity market indices) Explore Fund Fact Sheet Quarterly Report
Foord Equity
For long-term investors in JSE-listed securities
Foord Global Equity
For long-term investors in global equity securities
SA feeder fund (CLOSED)
US dollar denominated global fund

What if you had invested with us in the past?


Experience the compounding phenomenon of a sustained, long-term investment with Foord.

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Currency
Using rand returns of Foord’s best investment view South African funds. ? In calculating the current value of your hypothetical investment, we have applied the returns of Foord Asset Management’s retirement fund track record from 1 January 1990 to 31 March 2008 (gross of fees) combined with the net returns of the Foord Flexible Fund of Funds from 1 April 2008. Any information provided is not intended nor does it constitute financial, tax, legal, investment, or other type of advice, and the suitability or potential value of any information or particular investment source is not guaranteed. Performance may be affected by changes in the market or economic conditions and legal, regulatory and tax requirements. Distributions may be subject to mandatory withholding taxes. Foord does not provide any guarantee either with respect to the capital or the performance return of investments.
Using US dollar returns of Foord’s best investment view global fund. ? In calculating the current value of your investment, we have applied the long-term returns of the Foord International Trust. These returns are calculated net of fees. Past performance is no guarantee of future performance. Foord Asset Management (Singapore) Pte. Limited disclaims any liability for any loss, liability, or damages (whether direct or consequential) of any nature whatsoever that may be suffered as a result of, or which may be attributable, directly or indirectly to the use of or reliance upon the information provided.
Value Today: R0
Annualised Return: 0%
The annualised return is the effective annual percentage return achieved over the term of the investment. Results for an investment term of less than one year should be treated with caution.

Insights

28 Jul 2020

Investing Through the Noise

Uncertainty levels always feel sky-high when financial markets suffer bouts of extreme stress. It is natural for people to lose confidence in their understanding of how things should work when paradigm shifts occur.…

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15 Jun 2020

The evolving 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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