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Foord Global Equity Feeder Fund

Available to invest in via the Prescient Foord Global Equity Feeder Fund

For long-term investors in global equity securities

 

INVEST NOW

INVESTMENT OBJECTIVE

To outperform the MSCI All Country World Net Total Return Index from an actively managed portfolio of global equities, without assuming greater risk.

FOR SOUTH AFRICAN INVESTORS

•    With a higher risk profile
•    Requiring diversification through investments not available in South Africa
•    Seeking to hedge rand depreciation
•    And able to withstand investment volatility in the short to medium term.

FUND MANAGERS

Brian Arcese

Portfolio Manager and Equity Analyst

Dave Foord

Founder and Portfolio Manager

Ishreth Hassen

Portfolio Manager and Head of Research

Jing Cong (JC) Xue

Portfolio Manager and Equity Analyst

Performance

Returns
Year Fund Return % Benchmark Return % SA Inflation %
2014 (from 01/May) 6.6 12.0 1.6
2015 31.7 31.8 5.2
2016 -11.0 -5.1 6.8
2017 13.5 11.7 4.7
2018 -3.1 5.1 4.5
2019 24.2 23.9 4.0
2020 27.7 21.4 3.1
2021 10.3 28.8 5.9
2022 -9.0 -12.8 7.2
2023 16.1 31.7 5.1
2024 (to 30/Apr) 6.0 7.1 2.5

Characteristics
Benchmark

The ZAR equivalent of MSCI All Country World Total Return Index.
Time horizon

Longer than three years.
Inception date

2 May 2014
Minimum investment

R50 000 lump sum or R1 000 per month
Significant restrictions

The portfolio may only invest in cash and one other collective investment scheme.
Income distributions

The Foord Global Equity Fund, in which the fund invests, does not distribute its income.
Income characteristics

Marginal to zero income yield as the Foord Global Equity Fund is a roll-up fund and does not distribute its income.
Portfolio orientation

Invests in Foord Global Equity Fund, a fund invested primarily in a diversified portfolio of global equities, priced in US dollars and domiciled in Singapore.
Risk of loss

Currency volatility means risk of loss in the short term is high. In general, the risk is high in periods shorter than one year and lower in periods longer than three years
Top 10
Security description Asset class Market Portfolio weight %
Tencent Holdings Equity HK 4.9
JD.Com Equity US 4.1
Alphabet Equity US 3.7
Alibaba Group Holding Equity HK 3.6
TSMC Equity TW 3.1
Spotify Equity US 2.8
TGS NOPEC Geophysical Equity NO 2.5
Microsoft Corporation Equity US 2.5
Moncler SpA Equity IT 2.5
UnitedHealth Group Equity US 2.4
Fees

The standard charge rate is a fixed fee of 0.35% plus VAT. A 0.85% fixed amount fee plus 15% performance sharing fee is charged in the Foord Global Equity Fund.

Invest now

WHAT IF YOU HAD INVESTED WITH US IN THE PAST?

Experience the compounding phenomenon of a sustained, long-term investment with the Foord International Fund.

Calculate
Using rand returns of Foord’s best investment view South African funds. ? In calculating the current value of your hypothetical investment, we have applied the returns of Foord Asset Management’s retirement fund track record from 1 January 1990 to 31 March 2008 (gross of fees) combined with the net returns of the Foord Flexible Fund of Funds from 1 April 2008. Any information provided is not intended nor does it constitute financial, tax, legal, investment, or other type of advice, and the suitability or potential value of any information or particular investment source is not guaranteed. Performance may be affected by changes in the market or economic conditions and legal, regulatory and tax requirements. Distributions may be subject to mandatory withholding taxes. Foord does not provide any guarantee either with respect to the capital or the performance return of investments.
Using US dollar returns of Foord’s best investment view global fund. ? In calculating the current value of your investment, we have applied the long-term returns of the Foord International Trust. These returns are calculated net of fees. Past performance is no guarantee of future performance. Foord Asset Management (Singapore) Pte. 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.
Value Today: R0
Annualised Return: 0%
The annualised return is the effective annual percentage return achieved over the term of the investment. Results for an investment term of less than one year should be treated with caution.

Document Downloads

Performance Data History Price History Data Foord Global Equity Feeder Fund - Fact Sheet - April 2024 Foord Global Equity Fund - Investment Report Q1 2024

Insights

08 May 2024

Quarterly Conversations Q1 2024 I Foord South African Equity

Linda Eedes talks to portfolio manager Wim Murray about how Foord’s South African equity strategies have performed, what’s happening in the market and how Foord is positioned going forward.

Listen now

08 May 2024

Quarterly Conversations Q1 2024 I Foord Multi Asset

Linda Eedes talks to Foord South Africa Chief Investment Officer Nick Balkin about how Foord’s multi-asset strategies have performed, what’s happening in the market and how Foord is positioned going forward.

Listen now
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Foord Asset Management

TEL: +27 (0)21 532 6988

FAX: +27 (0)21 532 6999

INFO@FOORD.CO.ZA