| Foord has managed segregated institutional portfolios since 1983. Our investment objective in managing these portfolios is to achieve investment returns for clients in the top quartile of all recognised performance surveys on a rolling 3-year basis. We aim for longer-term consistency, not expecting to achieve industry out performance each year as we seek absolute investment value, while being aware of competitive benchmarks.
Although we have a 20 year plus track record in managing balanced retirement fund portfolios, we also manage institutional portfolios across the asset class spectrum. Because we don’t believe that one size fits all, we tailor each portfolio to the client’s individual needs and requirements.
We currently manage the following institutional portfolios:
- 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 portfolios
Long-term performance information for our flagship institutional products can be obtained by accessing our performance page.
Please contact us (or request us to contact you) for further information on managing your institutional portfolio. | 
