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||27/10/2016||1273.51||
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.
HOW MANY LOCAL EQUITY FUNDS HAVE CONSISTENTLY BEATEN AN INDEX FUND?
Over the last ten years, which active managers have delivered consistent performance?
As noted on Moneyweb earlier this week, there are a number of reasons why effective active management is possible. There are good reasons why skilled fund managers can outperform the market.