Foord Equity Fund
To earn a higher total rate of return than that of the South African share market without assuming greater risk.
Investors who require long-term capital growth and who are able to withstand investment volatility in the short to medium term.
Fund Price Snapshot
|Global Equity FF||01/07/2015||1166.06||
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.
CONSISTENT TOP RANKING RETURNS
Consistency is key to long-term investment success. Recent unit trust performance data released by Morningstar highlight the consistency of Foord’s long-term track records across all its flagship investment strategies for periods ended 31 May 2015.Read More