Foord Conservative Fund
To achieve net-of-fee returns in excess of CPI + 4% over the medium term, while emphasising capital preservation over periods shorter than 2 years.
Conservative or retired investors whose time horizon does not exceed five years and who seek lower volatility and risk of loss in the short term.
Fund Price Snapshot
|Global Equity FF||27/01/2015||1064.78||
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.
CONSISTENCY IS KEY TO INVESTMENT SUCCESS
Morningstar recently released their 2014 investment return survey for the South African unit trust industry. Some investors have come to expect Foord’s funds to top the rankings every calendar year and may be disappointed that we did not achieve a Top-3 place in 2014.Read More