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.

Individual Portfolios

At Foord, we understand that not all individuals have similar investment needs. While our unit trust suite provides comprehensive and flexible investment opportunities that should satisfy most long-term savings needs, some clients require more structured and tailored, individual portfolios unique to their own investment needs, requirements and risk profiles.

Foord has been constructing such portfolios for clients for over 30 years. The collective experience of our portfolio managers is extensive.

Individual portfolios are constructed using JSE listed shares, property trusts, government and corporate bonds and money market instruments, with foreign assets also included where appropriate. For adequate diversification and efficient management, investment lump sums should exceed R10 million.

To discuss options regarding your individual portfolio exceeding R10 million, please contact

Brian Davey
Tel: +27 (0)21-532 6939
brian.davey@foord.co.za

Individual Portfolio Managers

Testimonials:

My experience with Foord Asset Management has been magical. I have withdrawn more money than my initial investment in 1982. Granted, I have added to my portfolio over the years, but all thanks to Foord for their inspired investment strategies, as well as the care with which they handle my portfolio for me. I am reaping the benefits of Foord’s expertise.
Nita Low

I have been a loyal client of Foord Asset Management for 23 years. It was the best thing that could have happened to me financially. When my husband’s estate was wound up, I needed a safe harbour for my funds, where they could be nurtured and grown. I found that place with Foord Asset Management. I am very happy with my portfolio performance. The client service I receive is excellent and would unreservedly recommend Foord Asset Management to family and friends.
Ros Mouton

My late husband and I arrived from Zimbabwe in 1979, all assets frozen except some odd lots of shares, which we felt needed professional attention. Looking around, we had the fantastic good fortune to meet Dave Foord who took on our portfolio. Over the years, through good and bad times, Foord Asset Management has more than met our hopes, not only beating inflation but also exceeding it in real terms. We have consistently received the greatest courtesy, professional attention and friendly advice and assistance from Brian Davey and other friends at Foord and it gives us pleasure to recommend them without reservation.
Marjorie Stowe

Elana in Foord’s administration department is my ally. Whenever I need funds, I call her and she delivers. Just like that. My portfolio manager is helpfulness itself, and always available to discuss matters whenever something needs to be clarified. This has enabled me to take my family, including my wheelchair-bound daughter, on overseas trips, as well as meet other extraordinary expenses.
Winnie and Brian Perrow

I am one of the longest standing clients of Foord Asset Management and have nothing but high praise for the team. My investment with Foord has been a lifesaver many times over when I needed to fund home maintenance and medical expenses. The careful and caring manner in which Foord has managed my initial investment has resulted in substantially increased wealth. My investment has allowed me to retire comfortably from work and take up duties in the church and community.
Mrs Hazel Cordiglia

Investment Services