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Foord Equity Fund

For long-term investors in JSE-listed securities

INVEST NOW

INVESTMENT OBJECTIVE

The fund aims to outperform the FTSE/JSE Capped All Share Index over the long term, with lower risk of loss.

FOR SOUTH AFRICAN INVESTORS

  •    With a higher risk profile
  •    Seeking long-term growth over periods exceeding five years
  •    From a portfolio of JSE-listed equity, commodity and property stocks
  •    And able to withstand investment volatility in the short to medium term.

Performance

Returns
YearFund Return %Benchmark Return %SA Inflation %
2002 (from 01/Sep)7.8-2.93.1
200319.216.10.3
200431.525.43.4
200546.747.33.6
200640.641.25.9
200712.819.28.9
2008-19.9-23.29.5
200929.632.16.3
201026.119.03.5
20117.82.66.1
201230.026.75.7
201327.821.45.4
201414.510.95.3
20151.45.15.2
20162.22.66.8
20174.621.04.7
2018-12.8-7.44.5
20195.310.54.0
2020-0.96.53.1
202125.031.75.9
20225.94.67.2
202313.28.45.1
202422.313.43.0
2025 (to 30/Apr)3.010.31.9

Characteristics
Benchmark

Total return of the FTSE/JSE Capped All Share Index.

Time horizon

Longer than five years.

Inception date

1 September 2002

Minimum investment

R50 000 lump sum or R1 000 per month

Significant restrictions

SA equity exposure between 80% and 100%, with balance invested in cash and other JSE listed securities.

Income distributions

End-March and end-September each year.

Income characteristics

Low gross yield, similar to FTSE/JSE All Share Index dividend yield. Income distributions are reduced by the annual service charge, which varies with the relative performance of the fund against its benchmark.

Portfolio orientation

A portfolio of quality JSE shares that present compelling long-term investment value.

Risk of loss

High in periods shorter than one year. Lower in periods greater than three years.

Top 10
Security descriptionAsset class MarketPortfolio weight %
ProsusEquityZA 9.1
AspenEquityZA 4.8
Premier GroupEquityZA 4.8
Standard BankEquityZA 4.7
WBHOEquityZA 4.7
AngloGold AshantiEquityUS 4.7
Anheuser-BuschEquityZA 4.2
CapitecEquityZA 3.6
FirstRandEquityZA 3.2
Tiger BrandsEquityZA 3.1
Fees

The fee is a performance based fee that varies around the at-benchmark fee rate as disclosed on the fact sheet. The daily fee rate is adjusted up or down based on the portfolio’s one-year rolling return relative to that of its benchmark. Minimum fee rates apply.

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