Are you aware that upfront initial charges and intermediary charges deducted from your investment can cost you an arm and a leg in the long run? Do you realise that the compounded effect of superior investment returns on initial costs can be significant?
Take for example an investment of R100,000 invested with Foord in a global balanced portfolio 20 years ago: a 5.7% upfront charge (5% plus VAT - amounting to R5,700) would have cost the client an effective R371,709 in lost market value today, grown at our 20 year track record of 23.23% per annum.
At Foord Unit Trusts, we charge no initial fees. We don't deduct any monies or sell any of your units to pay your brokers. Your full investment sum starts working immediately, and by keeping your costs as low as possible, your return on investment is maximised.
To deal direct and save, download an application form today.
Foord Unit Trusts
- No entry fees
- We never redeem client units to pay intermediaries
- We are investment managers and not product vendors
- Our ongoing fees are performance related and so fair to investors
Foord Philosophy
- We believe in enduring relationships
- We measure the contribution we make to our clients, not the size of our assets
- We really care
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