Foord Equity Fund
The fund aims to earn a higher total rate of return than that of the South African equity market, as represented by the return of the FTSE/JSE All Share Index including income, with less than market risk.download fact sheetInvest
Investors who require long-term capital growth and who are able to withstand investment volatility in the short to medium term.
The total return of the FTSE/JSE All Share Index.
SA equity exposure between 80% and 100% with the balance invested in cash.
End-February and end-August each year.
Low gross yield, similar to FTSE/JSE All Share Index dividend yield. Income distributions are reduced by the annual service charge, which varies with the relative performance of the fund against its benchmark.
A portfolio of quality JSE shares that present compelling long-term investment value.
Risk of loss
High in periods shorter than one year. Lower in periods greater than three years.
Longer than 5 years
Investors who require long-term capital growth and who are able to withstand Investment volatility in the short to medium term but who do not require a high income yield.
No initial fees are levied. The annual management fee is a performance fee with the daily charge rate adjusted up or down based on the fund’s one-year rolling return relative to that of its benchmark. The fee at benchmark is 1.0% plus VAT, the performance fee sharing ratio is 15% and a minimum fee of 0.5% plus VAT applies.
R20 000 lump sum or R1 000 per month