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||04/08/2015||1193.19||
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.
NOW TAX FREE - FOORD FLEXIBLE FUND
Foord now offers tax free investment accounts in the Foord Flexible Fund, Foord’s best investment view fund. Tax free investment accounts, into which South African investors can contribute up to R30 000 per year tax free, are only available to existing Foord unit trust investors. Those already invested in tax free investment accounts in either the Foord Balanced Fund or the Foord Equity Fund may now also choose to switch their tax free investment to the Foord Flexible Fund, without any tax consequence.Read More