Use the calculator below to discover what returns you could have achieved today:

USD ZAR ZAR applicable to investments made in Foord's South African Equity Funds

Important Note ZAR

In calculating the current value of your investment, we have applied the long-term equity carve-out returns of Foord Asset Management's Global Balanced composite from 1 January 1990 to 31 August 2002. These returns are gross of fees and taxes. Performance from 1 September 2002 onwards is that of the Foord Equity Fund and is net of investment management fees but gross of any taxes. Past performance is no guarantee of future performance. Foord Asset Management and Foord Unit Trusts Limited disclaims any liability for any loss, liability, or damages (whether direct or consequential) of any nature whatsoever that may be suffered as a result of, or which may be attributable, directly or indirectly, to the use of or reliance upon the information provided.

Important Note USD

In calculating the current value of your investment, we have applied the long-term returns of the Foord International Trust. These returns are calculated from net of fees. Past performance is no guarantee of future performance. Foord Asset Management (Guernsey) Limited disclaims any liability for any loss, liability, or damages (whether direct or consequential) of any nature whatsoever that may be suffered as a result of, or which may be attributable, directly or indirectly, to the use of or reliance upon the information provided.

Transaction Forms

Foord Unit Trusts - Application Form (Legal Persons)

Please complete online or download and complete the application form. You will need to sign the form and fax it or email a scanned copy with the requested documents to Foord Unit Trusts. There are no upfront charges for investing with Foord Unit Trusts.

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Foord Unit Trusts - Application Form (Natural Persons)

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Foord Unit Trusts - Top-Up Form

Please complete online or download and complete the top-up form only if you are an existing Foord Unit Trusts client. There are no upfront charges for topping up your investment or for making an investment in a different Foord fund.

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Foord Unit Trusts - Switch Form

Please complete online or download and complete the switch form if you would like to switch part or all of your investment from one Foord unit trust fund to another. There are no charges for switching between Foord unit trust funds.

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Foord Unit Trusts - Redemption Form

Please complete online or download and complete the redemption form if you would like to redeem either part or all of your investment. There is no exit charge when you redeem units.

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Foord International Trust - Investment Application Form

Please complete online or download and complete the application form. You will need to sign the application form and submit it with the requested documents to Foord Unit Tusts. There are no upfront charges for investing in the Foord International Trust.

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Foord International Trust - Top-Up Form

Please complete online or download and complete the top-up form only if you are an existing Foord International Trust client. There are no upfront charges for topping up your investment.

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Foord International Trust - Redemption Form

Please complete online or download and complete the redemption form if you would like to redeem either part or all of your investment. There is no exit charge when you redeem units if you have been invested in the Foord International Trust for at least 12 months. A 1% redemption fee applies for redemptions of units that have been held for less than 12 months.

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Investment Services

Foord Documents

Latest fund fact sheets, application forms, redemption forms and any other documents we think you need are one click away

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Important Note ZAR

Important Note USD

Transaction Forms

Foord Unit Trusts - Application Form﻿ (Legal Persons)

Foord Unit Trusts - Application Form﻿ (Natural Persons)

Foord Unit Trusts - Top-Up Form﻿

Foord Unit Trusts - Switch Form

Foord Unit Trusts - Redemption Form﻿

Foord International Trust - Investment Application Form

Foord International Trust - Top-Up Form

Foord International Trust - Redemption Form

Foord Documents

Foord Unit Trusts - Application Form (Legal Persons)

Foord Unit Trusts - Application Form (Natural Persons)

Foord Unit Trusts - Top-Up Form

Foord Unit Trusts - Redemption Form