Foord International Feeder Fund
To maximise return with minimum risk from a portfolio of international assets, including equities, fixed interest investments, commodities and cash. This is achieved through direct investment into the Foord International Trust, which aims to produce an annualised return over time in excess of 10% in US$, thereby expecting to outperform world equity indices, but with significantly lower variability of returns.download fact sheetInvest
Investors who require diversification through offshore investment – with exposures to currencies, markets and securities not available in South Africa; who seek a hedge against ZAR currency depreciation; or who have utilised their maximum personal offshore exchange control allowance.
The total return of the rand equivalent of the MSCI World Equities Index (developed markets).
The portfolio may only invest in cash and one other collective investment scheme.
End-February and end-August each year.
Nominal income yield. The Foord International Trust is a roll-up fund and does not distribute income.
Invests entirely in an international portfolio of assets including equities, fixed interest securities, commodities and cash.
Investments in the Foord International Trust, a conservative flexible fund priced in US dollars and domiciled in Guernsey.
Risk of loss
Currency volatility means the risk of loss in the short term is high. In general, the risk of loss is higher than that of the Foord Balanced Fund but lower than the average foreign equity fund.
Longer than 3 years
Investors who require diversification through offshore investment – with exposures to currencies, markets and securities not available in South Africa. Investors who seek a hedge against rand depreciation. Investors who have utilised their maximum personal offshore exchange control allowance.
No initial fees are levied. The standard charge rate is a fixed fee of 0.35% plus VAT. A 1.35% annual fee is levied in the Foord International Trust.
R20 000 lump sum or R1 000 per month