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ForewordISSUE 43
3RD QUARTER 2017

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Geopolitical Risks

The influence of geographic factors on political and economic spheres is broadly referred to as geopolitics. The first recorded use of the term was around 1902 by Rudolf Kjellén, the Swedish political scientist who explored the conditions that shift nation-states.

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Fifteen years of top returns

Fifteen years of top returns

Foord Unit Trusts launched its two maiden portfolios on 1 September 2002. PAUL CLUER takes a closer look at the long-term credentials of the Foord Balanced and Foord Equity funds, which have now achieved their fifteen-year anniversaries with very pleasing long-term track records.

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On track for a good score

On track for a good score

We have written previously in Foreword about the big-picture global and South African risks and the implications for portfolio construction and investment returns. We’ve warned on the need for capital preservation and cautious portfolio positioning. In this article, NICK CURTIN unpacks the strategic stance the portfolio managers have adopted given the prevailing high-risk, low-return environment.

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Joint Investors

Joint Investors

Joint investments are those made jointly by two or more individual investors. Joint ownership of participatory interests (units) in a collective investment scheme (a unit trust) is permissible in terms of common law and the Main Deeds of almost all unit trust schemes, including the Foord Unit Trust Scheme. DIANE BEHR explains Foord’s revised policy for joint accounts.

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Rapped in Maths

Rapped in Maths

It’s no secret that Foord champions the cause of education. Over the years we have supported many educational initiatives that strive to improve the futures of disadvantaged young South Africans. Kurt Minnaar’s Dreamer Education initiative challenges the traditional education paradigm and demands we all sit up (stand up, in this case) and listen. CHRISTINA CASTLE took a lesson from the founder, maths teacher and choreographer, Kurt Minnaar.

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Markets in a Nutshell

We summarise the market movements for the latest quarter.

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