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ForewordISSUE 37
1ST QUARTER 2016

Did you know?
Junk Status

Junk status is the colloquial term for the credit rating status assigned to debt issuers whose instruments are rated one or more ratings levels below “investment grade” by the three major global ratings agencies. The ratings assigned to junk status are Ba1 or lower by Moody’s and BB+ or lower by both Standard & Poor’s and Fitch Ratings.

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MULTIPLE-COUNSELLOR CHANGES TO INTERNATIONAL PORTFOLIOS

MULTIPLE-COUNSELLOR CHANGES TO INTERNATIONAL PORTFOLIOS

Most readers will already be familiar with Foord’s multiple-counsellor portfolio management process implemented in 2009. PRAKASH DESAI revisits the rationale for the process and explains the latest developments in the international portfolios.

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TAX TRANSPARENCY<br>IMPLICATIONS FOR INVESTORS

TAX TRANSPARENCY
IMPLICATIONS FOR INVESTORS

The OECD’s new global standard to promote tax transparency between its member countries will come into effect in 2017. Many non-OECD countries have also subscribed to the programme. To date, 96 jurisdictions have adopted the standard including South Africa, Luxembourg, Guernsey and Singapore – jurisdictions where Foord funds are domiciled. BRENDAN AFRICA takes a look at the implications for investors.

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CAUTIOUS ABOUT CONSUMER SHARES

CAUTIOUS ABOUT CONSUMER SHARES

Do you think the economy will improve or deteriorate over the next 12 months? What is the outlook for your household’s financial health? Do you believe now is a good time to buy a big ticket item like a house or a car? NANCY MITCHELL looks at why these questions are important to investors in consumer shares.

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FOORD’S WINNING FUND RANGE

At the recent Morningstar Awards, Foord was awarded Best Fund House – Smaller Fund Range for the third consecutive year.

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NEW FACES AT FOORD

Meet the new faces who have recently joined the Foord team.

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Markets in a Nutshell

We summarise the market movements for the latest quarter.

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