Foord Flexible Fund
To achieve a net-of-fee return of 5% per annum above the annual change in the South African CPI, measured over rolling three-year periods.
Investors with a moderate risk profile who require long-term inflation-beating total returns from a dynamically managed multi-asset class portfolio.
Fund Price Snapshot
|Global Equity FF||04/05/2016||1314.26||
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.
Foord was awarded Best Fund House – Smaller Fund Range at the recent Morningstar Awards for the third year in a row. The best fund house awards are given to the fund groups with the best performing fund line-ups on a risk adjusted basis. The “smaller fund range” award is for fund houses with fewer than 10 funds (but more than three funds) with minimum five-year track records in the Morningstar database.Read More