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 investors 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 R30 million.

To discuss options regarding your individual portfolio exceeding R30 million, please contact

Mike Townshend
Tel: +27 (0)21-532 6988
mtownshend@foord.co.za

Individual Portfolio Managers

Testimonials:

I decided to invest part of my modest retirement funds with Foord. Today I am very grateful that I took this decision, because the money I invested has since tripled in value, despite annual withdrawals of at least 8%. Without this investment, my financial situation would have been quite uncomfortable because the assets I invested in 1998 in a life annuity, as well as overseas, have not done half as well. I have had no hesitation in recommending Foord to my friends and acquaintances. Those who accepted my advice and invested in Foord’s unit trusts are just as satisfied as I am.
Piet Westra

It has been my pleasure to be associated with Foord for many years, through the good times and the bad. The word that would most accurately describe the relationship is “trust” – the knowledge that to the very best of their ability the mission is to look out for the well-being of the client. How refreshing in today’s world, to not be primarily focused on self-gratification.
Peter Friedmann

I invested a very modest lump sum with Foord in 1981. Despite several large withdrawals over the years and set backs in the global economy, my 'nest egg' has increased almost 1000% after 30 years. Very well done to Dave Foord and the team. Thanks to your excellent investments, you have no doubt considerably reduced the financial burdens that will come with retirement. Keep up the good work.
Doug Ransom

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

My good fortune resides in being with Foord, 'seriously growing' my assets from 1994, delivering returns well above inflation. I am changed. Virtually destitute and desperate about my future in 1994, I was most grateful to Dave Foord for taking on my small pension portfolio. Through astute management Foord Asset Management has created financial stability for me. Now I am enjoying my golden years.
Peter Robertson

Investment Services