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Foord International Feeder Fund Summary Fact Sheet
Global--Multi Asset--Flexible
 
Technical Overview
Formation Date: 1 Mar 2006
Holdings: n/a
Original Price: n/a
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.
 
Brian Arcese
 
Ranking
Sector: Global-Multi Asset-Flexible
Fund Size: R3 432 145 699 (as at 30 Jun 2019)
Sector Rank: 18 out of 30
(lump sum over 1 years to 31 Aug 2019)
Overall Rank: 474 out of 1263
(lump sum over 1 years to 31 Aug 2019)
R1000 invested on 31 Aug 2018 was worth R1 023.75 on 31 Aug 2019 (2.38% annual compound return)
R100 per month since 31 Aug 2018 was worth R1 305.11 on 31 Aug 2019 (15.42% annual return compounded monthly)
 
Please note that domestic fund performance figures are calculated on a NAV-NAV basis including dividends reinvested on the reinvestment date, ETFs are reinvested on the ex-div date.
   
Focus and Objective
The objective of the fund is to provide investors with exposure to a portfolio of international equity and fixed interest securities, constructed with the purpose of maximising return with minimum risk. This is achieved through direct investment into the Foord International Trust, which aims to produce an annualised return over time in excess of 10% in US dollars, thereby expecting to outperform world equity indices. The fund provides South African investors with an opportunity to diversify their portfolios offshore and to hedge against rand depreciation.
 
Latest Fund Manager Comment / News
Foord International Feeder - Sep 18
- Global equities (+0.4%) advanced despite monetary policy tightening, trade war  ...more
 
News Archive
Click here for complete news archive for this fund.
 
Top Holdings on 30 Jun 2019
Share No Units Value (Rm) % of Fund
Totals   0.00 0.00%
 
Comparative Performance
 
Portfolio Structure as at 30 Jun 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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