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Foord Inflation Linked Fund

For investors seeking high levels of inflation beating income with some prospects of capital gain and low tolerance for capital loss over an investment horizon of one to two years.

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INVESTMENT OBJECTIVE

To provide consistent inflation plus returns over a short to medium term horizon, with low probability of capital loss over an investment horizon of one year.

FOR SOUTH AFRICAN INVESTORS

  • Seeking inflation protected income
  • With lower volatility and drawdown relative to the Inflation Linked Bond Index

FUND MANAGERS

Farzana Bayat

Portfolio Manager

Rashaad Tayob

Portfolio Manager and Macro Strategist

Characteristics
Benchmark

SA Headline CPI

Time horizon

One to two years

Inception date

18 November 2024

Minimum investment

R20 000 or R1 000 per month

Significant restrictions

Complies with pension fund investment regulations (Regulation 28)

Income distributions

End-March, end June, end September and end-December

Income characteristics

Inflation-beating income yield

Portfolio orientation

Comprises a mix of permissible income-linked and fixed incomes securities

Risk of loss

Low in periods longer than one year, moderate in periods shorter than six months

Fees
Initial, Exit and Switching Fees

0.0%

Fee Structure

Fixed

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Document Downloads

Foord Inflation Linked Income Fund - Fact Sheet - June 2026

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