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.

Foord Unit Trusts

Foord manages an exclusive portfolio of unit trusts designed to satisfy the investment requirements of most investors. While each fund has a specific investment focus, they all share our investment philosophy - we invest for the long term.

Foord Balanced Fund

Investment Objective
To achieve steady growth of income and capital as well as the preservation of real capital (being capital as adjusted for inflation).

Investor Profile
Ideally for investments via retirement fund products, it is suitable as a substantial component of any retirement savings portfolio.

Price at 18/06/2013	4250.76 cents
Time Horizon	Longer than 3 years
Minimum Investment	R20 000 lump sum or R1 000 per month
Fund Manager	Dave Foord Dane Schrauwen William Fraser

view details fact sheet Invest

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 18/06/2013	6057.29 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

view details fact sheet Invest

Foord International Feeder Fund

Investment Objective
To provide investors with exposure to a portfolio of international securities constructed with the purpose of maximising return with minimum risk.

Investor Profile
Investors who require a hedge against rand depreciation and diversification through exposures to currencies, markets and securities not available in South Africa.

Price at 18/06/2013	2328.71 cents
Time Horizon	Longer than 3 years
Minimum Investment	R20 000 lump sum or R1 000 per month
Fund Manager	Dave Foord

view details fact sheet Invest

Foord International Trust

Investment Objective
A dollar-based fund, the Foord International Trust aims to achieve maximum returns with minimum risk from a portfolio of international investments.

Investor Profile
Conservative investors who require diversification through direct investment offshore – with exposures to currencies, markets and securities not available in South Africa.

Price at 17/06/2013	32.31 USD
Time Horizon	Longer than 3 years
Minimum Investment	$10 000 lump sum or $1 000 subsequently
Fund Manager	Dave Foord

view details fact sheet Invest

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, but who do not require a high income yield.

Price at 18/06/2013	1882.48 cents
Time Horizon	Longer than 3 years
Minimum Investment	R20 000 lump sum or R1 000 per month
Fund Manager	Dave Foord

view details fact sheet Invest

Investment Services

Compare our funds

Selecting the fund that best suits your investment needs can be difficult. Use the tools on this page to compare two or more of the Foord unit trust funds. For further assistance, please call us on 021 531 5085.

Foord Documents

Latest fund fact sheets, application forms, redemption forms and any other documents we think you need are one click away

View our documents