This website uses cookies. Read more. Okay

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 31/May)5.213.72.1

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 9.6
Standard BankEquityZA 4.8
WBHOEquityZA 4.5
Premier GroupEquityZA 4.5
Anheuser-BuschEquityZA 4.4
AngloGold AshantiEquityUS 4.1
CapitecEquityZA 3.8
Tiger BrandsEquityZA 3.6
AspenEquityZA 3.5
NetcareEquityZA 3.3
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.

Insights

06 Jun 2025

MARKETS IN A NUTSHELL — FOR MAY 2025

In our monthly podcast, ‘Markets in a nutshell’, Linda Eedes explores what made May 2025 one of the strongest months for equity markets in the past year and whether the rebound is built on solid ground. She also…

Listen now

05 Jun 2025

MARKETS IN A NUTSHELL — FOR MAY 2025

May brought a new pontiff to Rome and a fresh breeze to markets after Beijing and Washington stepped back from the tariff cliff. The two countries agreed to steeply cut bilateral tariffs and pause further…

Read more
newsletter subscription