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, but who do not require a high income yield.
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.
FLEXIBLE FUND TURNS FIVE
Since its inception in 1981, Foord Asset Management has achieved considerable investment success for its clients. This success is largely due to the consistent application of an investment philosophy that strives to get the big calls right; to buy securities at the right price; to take a long-term view and to diversify the portfolios appropriately (in this regard, the portfolio managers constantly challenge themselves by asking “What if we are wrong?”).Read More