Welcome to Foord
Seriously growing
Your assets

Managing our investors' wealth in the same way
we manage our own.

More about our company
Our Team
PORTFOLIO MANAGER
Nick Balkin

“I enjoy being part of a niche asset management firm that challenges the status quo.”

More about our team
Did you know?
Compounding is a
powerful force

Successful investors realise the value in seeing beyond tomorrow.

More about our philosophy

Featured fund

Foord Equity Fund

Investment Objective
To earn a higher total rate of return than that of the South African share market without assuming greater risk.

Investor Profile
Investors who require long-term capital growth and who are able to withstand investment volatility in the short to medium term.

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Fund Price Snapshot

Fund Date Price % Change
Equity 23/03/2017 7894.8
0.11%
Flexible 23/03/2017 2593.9
0.95%
Balanced 23/03/2017 5163.16
0.31%
Conservative 23/03/2017 1072.96
0.40%
International FF 23/03/2017 3317.65
1.21%
Global Equity FF 23/03/2017 1219.63
1.70%
Foord International Price Snapshot

A Focus on Investment Stewardship

Foord was founded on the belief in the stewardship of investments. Stewardship is the careful and responsible management of an interest entrusted to the steward’s care and keeping. It is the act of caring for but also improving that interest over time. Stewardship implies a relationship of trust.

All investment stewardship by definition involves investment management. But not all investment management is investment stewardship. Stewardship adds to mere investment management a heightened sense of responsibility and caring devotion that we strive to exercise in the stewardship of our investors’ wealth.

At Foord, we recognise the responsibility of care and the duty of service we owe to our investors. We know there is a symbiosis between the investors’ interests and our own as the steward: manage their wealth well and the steward also benefits. Simply put, our investors come first. And our success is a direct result of their success.

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Featured

News

MORNINGSTAR AWARD - 4TH YEAR IN A ROW

Foord was awarded Best Fund House – Smaller Fund Range at the Morningstar Awards held in Cape Town on 1 March 2017. This is the fourth year in a row that Foord has won this award, a pleasing testament to Foord’s focus on investing through investment cycles. Morningstar’s methodology emphasises one-year risk adjusted returns, but funds must also have delivered compelling three- and five-year returns after adjusting for risk within the awards peer groups in order to obtain an award.

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