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.

Institutional Investors

Long-term consistency. Absolute investment value.

Quite simply, this is Foord’s focused approach to the management of institutional portfolios across the asset class spectrum. The Foord team, with its depth of experience and investment talent, is committed to achieving the solid performance that institutional clients have come to expect from the Foord boutique.

Because no two clients are the same, our portfolios are tailored according to the unique needs and requirements of each client.

These include:

Global and domestic balanced portfolios (Regulation 28 compliant)
Equity only portfolios
Absolute return / CPI Plus mandates (either Regulation 28 compliant or non-compliant)
Fixed interest / bond portfolios
Listed property funds
Long / short funds
Foreign only mandates
Tailor made solutions

CONTACT US

For more information on Foord’s capabilities or to enquire about Foord’s product range please contact:

William Fraser
021 532 6935
william.fraser@foord.co.za

Mike Soekoe
021 532 6906
mike.soekoe@foord.co.za

Paul Cluer
021 532 6925
paul.cluer@foord.co.za

Investment Services

Latest News

Retirement Annuities - not a tax haven as some may think

As South African taxpayers approach the end of the 2011/2012 tax year on 29 February, retirement annuities (RA's) are being touted as an efficient means of making further provision for retirement whilst reducing current tax liability.