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
Nick Balkin

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

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Did you know?
Compounding is a
powerful force

Successful investors realise the value in seeing beyond tomorrow.

More about our philosophy

Featured fund

Foord Conservative Fund

Investment Objective
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.

Investor Profile
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.

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Fund Price Snapshot

Fund Date Price % Change
Conservative 19/12/2014 1062.77
Global Equity FF 19/12/2014 1051.96
Flexible 19/12/2014 2340.58
Balanced 19/12/2014 5042.83
Equity 19/12/2014 7974.56
International FF 19/12/2014 2871.15
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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Correlations between equity markets globally, as well as correlations between different asset classes like equities and bonds or commodities, have been high and rising in recent years. Such high correlations are not normal and have occurred despite significant deviations in the economic growth path of countries.

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