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Foord Bond Fund

For long-term investors in South African bond instruments

INVEST NOW

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; maximum offshore exposure of 45%; 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

Invest now

Document Downloads

Foord Bond Fund - Fact Sheet - May 2025

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