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Foord Bond Fund

For long-term investors in South African bond instruments

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INVESTMENT OBJECTIVE

To outperform the FTSE/JSE All Bond Index over rolling three-year periods, with lower risk of loss.

FOR SOUTH AFRICAN INVESTORS

  • Seeking high income yields
  • With prospects for capital growth
  • And having a moderate investment risk profile.

FUND MANAGERS

Farzana Bayat

Portfolio Manager

Rashaad Tayob

Portfolio Manager and Macro Strategist

Characteristics
Benchmark

FTSE/JSE All Bond Index. (ALBI)

Time horizon

Longer than three years.

Inception date

1 October 2022

Minimum investment

R50 000 lump sum or R1 000 per month

Significant restrictions

Zero equity exposure; zero foreign exposure; complies with retirement fund investment regulations (Regulation 28).

Income distributions

End-March and end-September each year.

Income characteristics

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

Portfolio orientation

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.

Risk of loss

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

Fees
Initial, Exit and Switching Fees

0.0%

Fee Structure

Fixed

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Document Downloads

Foord Bond Fund - Fact Sheet - March 2026

Insights

08 Apr 2026

MARKETS IN A NUTSHELL — FOR MARCH 2026

March was a reminder of how quickly market optimism can unravel. The beginning of the month was defined by hopes that inflation had been tamed and would start to fall. But by mid-March, the escalation of the…

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07 Apr 2026

MARKETS IN A NUTSHELL — FOR MARCH 2026

Investors began March assuming that the rich world had slain the inflation beast and interest rates would continue to trend lower. By the Ides they were confronting a rather older problem: the consequences of war in…

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