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Foord Equity Fund

For long-term investors in JSE-listed securities

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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.

FUND MANAGERS

Nick Balkin

Chief Investment Officer and Portfolio Manager

Nancy Hossack

Portfolio Manager and Equity Analyst

Wim Murray

Portfolio Manager and Equity Analyst

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/Mar)0.65.81.8

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 9.7
AspenEquityZA 5.7
Standard BankEquityZA 4.7
Anheuser-BuschEquityZA 4.6
Premier GroupEquityZA 4.5
WBHOEquityZA 4.4
FirstRandEquityZA 3.5
AngloGold AshantiEquityUS 3.4
Tiger BrandsEquityZA 3.1
CapitecEquityZA 2.9
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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Document Downloads

Performance Data History Price History Data Foord Equity Fund - Fact Sheet - March 2025 Foord Equity Fund - Foord Investment Report Q4 2024

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