Important Note ZAR

In calculating the current value of your investment, we have applied the long-term equity carve-out returns of Foord Asset Management's Global Balanced composite from 1 January 1990 to 31 August 2002. These returns are gross of fees and taxes. Performance from 1 September 2002 onwards is that of the Foord Equity Fund and is net of investment management fees but gross of any taxes. Past performance is no guarantee of future performance. Foord Asset Management and Foord Unit Trusts Limited disclaims any liability for any loss, liability, or damages (whether direct or consequential) of any nature whatsoever that may be suffered as a result of, or which may be attributable, directly or indirectly, to the use of or reliance upon the information provided.

Important Note USD

In calculating the current value of your investment, we have applied the long-term returns of the Foord International Trust. These returns are calculated from net of fees. Past performance is no guarantee of future performance. Foord Asset Management (Guernsey) Limited disclaims any liability for any loss, liability, or damages (whether direct or consequential) of any nature whatsoever that may be suffered as a result of, or which may be attributable, directly or indirectly, to the use of or reliance upon the information provided.

Featured fund

Foord Equity Fund

Investment Objective
To earn a higher total rate of return than that of the South African share market without assuming greater risk.

Investor Profile
Investors who require long-term capital growth and who are able to withstand investment volatility in the short to medium term.

Price at 18/05/2012	4787.17 cents
Time Horizon	Longer than 5 years
Minimum Investment	R20 000 lump sum or R1 000 per month
Fund Manager	Dave Foord Dane Schrauwen Nick Balkin

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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 clients’ wealth.

At Foord, we recognise the responsibility of care and the duty of service we owe to our clients. We know there is a symbiosis between the clients’ interests and our own as the steward: manage their wealth well and the steward also benefits. Simply put, our clients come first. And our success is a direct result of their success.

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News

Save regularly but don't fear lump sum investment

Investors are often confronted with the conundrum of whether to invest a single lump sum at a specific point in time, or whether to contribute a regular amount to an investment. Mario Schoeman, Client Service Manager at Foord Asset Management, shows that both strategies have merit.