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.

Community Investment

At Foord we’re mindful of the wellbeing of the communities in which we operate. We aim to invest in the leaders of tomorrow by supporting a variety of educational initiatives:

LEAP

Founded in 2003, LEAP Science and Maths School is the only privately funded maths, science and technology school in South Africa. It aims to transform disadvantaged communities throughout the country via education initiatives focused on mathematics and science.

The LEAP School partners with specific communities to provide their children with the opportunity to gain access to tertiary study opportunities, to be successful in their chosen career path and to develop as socially responsible citizens of South Africa.

LEAP currently relies on private funding and donors. Foord identified the school’s need to establish an endowment fund to provide ongoing, long-term financial support. To this end, Foord contributed seed capital to an endowment fund that Foord manages free of charge. It is hoped that over time, through contributions and superior investment returns, the endowment fund will grow to be substantial, resulting in a sustainable income source for the school.

www.leapschool.org.za

RHODES

Since 2007, Foord has sponsored a chair in investments at Rhodes University, a commitment we’ve pledged to until 2013.

The chair aims to promote the study and understanding of investments and investment management. The major objective remains post-graduate study of investments. However, Foord hopes that through the chair, the subject of investments will be included in as many degree courses as possible. This will ensure broad-based understanding of the subject, which we believe to be a crucial skill.

Our sponsorship of an investments chair is a deliberate strategy. Rather than endorse bursaries from which just a handful of students may benefit, we believe that funding one skilled and passionate educator will provide life-skill learning to a far greater number of people.

BRIDGE

Established as a non-profit organisation in July 2009, Bridge aims to build the capacity of the education system to expand, adopt working practices and emerge into a resilient performing platform. The organisation does this by creating units with specific objectives that link and spread successful practice in education.

Bridge concentrates on four areas:

School leadership and management,
Teacher development, accountability and evaluation,
Addressing socio-economic barriers to learning, and
Provision of teaching materials and early childhood development.

In May 2010, Foord Asset Management committed to funding the cost of employing a Chief Executive Officer for a three-year period and in June of the same year, Bridge appointed Ms Linda Vilakazi-Tselane to the position of CEO. Although a teacher by profession, Linda has vast work experience cutting across various sectors, including her work as Human Resource Manager of CSIR – Defence Technology Division, and as the Executive Director of the Leadership Programme at the University of Witwatersrand, among others.

www.bridge.org.za

Our Company

Latest News

Save regularly but don't fear lump sum investment

Investors are often confronted with the conundrum of whether to invest a single lump sum at a specific point in time, or whether to contribute a regular amount to an investment. Mario Schoeman, Client Service Manager at Foord Asset Management, shows that both strategies have merit.