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
PORTFOLIO MANAGER
Nick Balkin

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

More about our team
Did you know?
Compounding is a
powerful force

Successful investors realise the value in seeing beyond tomorrow.

More about our philosophy

Featured fund

Foord Flexible Fund

Investment Objective
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.

Investor Profile
Investors with a moderate risk profile who require long-term inflation-beating total returns from a dynamically managed multi-asset class portfolio.

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Fund Price Snapshot

Fund Date Price % Change
Flexible 12/12/2017 2948.09
0.77%
Conservative 12/12/2017 1150.81
0.27%
Balanced 12/12/2017 5581.61
0.40%
Equity 12/12/2017 8015.71
0.05%
International FF 12/12/2017 3926.65
0.57%
Global Equity FF 12/12/2017 1543.05
1.07%
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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Featured

News

STEINHOFF ALLOCATION IN FOORD INVESTOR PORTFOLIOS

The resignation of Markus Jooste as CEO of Steinhoff, disclosure of potential accounting irregularities and delay in the publication of Steinhoff's audited financial year-end results caused a calamitous fall in the Steinhoff share price. At this stage details are vague. Foord’s exposure to Steinhoff was mandate dependent, in keeping with Foord’s investment approach to match investment risk to the investment objective and to own assets that suit the investor’s profile and time horizon.

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