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Foord Equity Fund Summary Fact Sheet
South African--Equity--General
 
Technical Overview
Formation Date: 30 Aug 2002
Holdings: 38
Original Price: 1000
Pricing System: Forward
 
Price (A - Class)
 
Management
Dave Foord, B Com, CA (SA)
Dave Foord founded Foord Asset Management in 1981. Foord remains an independent, owner-controlled portfolio management business that focuses exclusively on investment management. For 30 years, Dave and the team at Foord have been delivering returns for their clients well in excess of market benchmarks. They have achieved this by consistently taking a long-term view and a contrarian approach when necessary.
 
Daryll Owen
 
Nicholas Balkin, BCom (Hons)
 
Ranking
Sector: South African-Equity-General
Fund Size: R5 432 738 253 (as at 30 Sep 2019)
   
Focus and Objective
The objective of the fund is to earn a higher total rate of return than that of the average of the South African equity market as represented by the FTSE/JSE All Share index including income, without assuming greater risk.
 
Latest Fund Manager Comment / News
The fund aims to earn a higher total rate of return than that of the South African equity  ...more
 
News Archive
Click here for complete news archive for this fund.
 
Top Holdings on 30 Sep 2019
Share No Units Value (Rm) % of Fund
CONSUMERSRVS 0 1 020.98 18.79%
CONSUMERGDS 0 958.79 17.65%
BASICMATERIAL 0 872.36 16.06%
FINANCIALS 0 786.71 14.48%
HEALTHCARE 0 349.63 6.44%
Totals   3 988.46 73.42%
 
Comparative Performance
 
Portfolio Structure as at 30 Sep 2019
Click here for complete portfolio for this fund.
 
Dividend Data
Click here for Dividend History for this fund.
 
Fees and Charges
Click here for fees and charges for this fund.
 
Sectoral Information
Click here for Sectoral Information for this fund.
 


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