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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 Conservative Fund

Investment Objective
To achieve net-of-fee returns in excess of CPI + 4% over the medium term, while emphasising capital preservation over periods shorter than 2 years.

Investor Profile
Conservative or retired investors whose time horizon does not exceed five years and who seek lower volatility and risk of loss in the short term.

Price at 26/05/2017 1123.42 cents
Time Horizon Shorter than 5 years
Minimum Investment R50 000 lump sum or R1 000 per month
Fund Manager Dane Schrauwen Daryll Owen
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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 26/05/2017 5414.63 cents
Time Horizon Longer than 3 years
Minimum Investment R50 000 lump sum or R1 000 per month
Fund Manager Dave Foord Dane Schrauwen Daryll Owen
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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.

Price at 26/05/2017 2750.53 cents
Time Horizon Longer than 3 years
Minimum Investment R50 000 lump sum or R1 000 per month
Fund Manager Dave Foord
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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 26/05/2017 8337.93 cents
Time Horizon Longer than 5 years
Minimum Investment R50 000 lump sum or R1 000 per month
Fund Manager Dane Schrauwen Nick Balkin Brian Davey
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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.

Note: The fund is temporarily closed to new investment. Investors may still access the Foord International Trust.

Investor Profile
Investors requiring diversification through offshore investment - with exposures to currencies, markets and securities not available in South Africa; seeking a hedge against ZAR currency depreciation.

Price at 26/05/2017 3522.76 cents
Time Horizon Longer than 3 years
Minimum Investment R50 000 lump sum or R1 000 per month
Fund Manager Dave Foord
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Foord Global Equity Feeder Fund

Investment Objective
To provide investors with exposure to a diversified mix of global equity securities constructed for the purpose of maximising return with minimum risk.

Investor Profile
Investors who require a hedge against rand depreciation and diversification into currencies and industries not available in South Africa.

Price at 26/05/2017 1348.12 USD
Time Horizon Longer than 3 years
Minimum Investment R50 000 lump sum or R1 000 per month
Fund Manager Dave Foord Nick Balkin
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