Foord Bond Fund

FTSE/JSE All Bond Index. (ALBI)

Longer than three years.

1 October 2022

R50 000 lump sum or R1 000 per month

Zero equity exposure; maximum offshore exposure of 45%; complies with retirement fund investment regulations (Regulation 28).

End-March and end-September each year.

In line with prevailing weighted average South African bond market yields.  

A broad spectrum of listed and unlisted SA fixed interest securities of variable durations, reflecting the manager’s assessment of interest rate trends. Weighted average duration will typically be within two years of the ALBI’s.

Low in periods longer than three years, high in periods shorter than one year.

0.0%

Fixed