Tax Free Accounts Available

Tax free investment accounts are operated in terms of S12T of the Income Tax Act. Investors utilising these accounts earn “tax free” income and capital gains.

Morningstar Win

We are proud to announce that Foord was awarded Best Fund House – Smaller Fund Range at the recent Morningstar Fund Awards.

Tax Free Savings Accounts

Tax Free Savings Accounts (TFSA) were recently authorised to “go live” from 1 March 2015. The final regulations on the requirements for tax free investments were issued last week.

The Value And Importance Of Co-Investment

Investors often, and in good faith, entrust their hard-earned savings to professional fund managers. The fund manager is tasked with managing the investments in accordance with a written investment policy or mandate.

Consistency Is Key To Investment Success

Morningstar recently released their 2014 investment return survey for the South African unit trust industry. Some investors have come to expect Foord’s funds to top the rankings every calendar year and may be disappointed that we did not achieve a Top-3 place in 2014.

Causes Of Market Volatility

Correlations between equity markets globally, as well as correlations between different asset classes like equities and bonds or commodities, have been high and rising in recent years. Such high correlations are not normal and have occurred despite significant deviations in the economic growth path of countries.

Foord's Position On PPC

Foord Asset Management is a long-term investor in PPC Limited. We are concerned that the recent conduct and decisions taken by the current PPC board of directors may prejudice the long-term interests of our investors.

Milestones

Foord Asset Management has been engaged in consistently growing retirement savings since 1981. The company offers a premium investment management service to long-term investors in retirement funds and unit trust portfolios. A multi-decade track record of successful investing evidences Foord’s ability to consistently deliver superior investment returns for a range of investment strategies.

Zero Exposure To African Bank

Foord Unit Trusts (RF) (Pty) Ltd confirms that none of the Foord Unit Trust portfolios has, nor has had, any exposure to securities issued by African Bank Investments Limited (ABIL) or African Bank Limited (ABL).

FGEF Feeder Launched

The Singapore-domiciled Foord Global Equity Fund (FGEF) was recently approved by the Financial Services Board for distribution in South Africa. The FSB concurrently approved a South African into FGEF, which is now available for investment.