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Foord International Feeder Fund

Available to invest in via the Prescient Foord International Feeder Fund

For conservative, absolute return-oriented investors in global markets

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INVESTMENT OBJECTIVE

The fund aims to achieve meaningful inflation-beating US$ returns over rolling five-year periods from a conservatively managed portfolio of global investments reflecting Foord's prevailing best investment view.

FOR SOUTH AFRICAN INVESTORS

•    With a moderate risk profile
•    Requiring diversification through investments not available in South Africa
•    Seeking to hedge rand depreciation.

FUND MANAGERS

Dave Foord

Founder and Portfolio Manager

Brian Arcese

Portfolio Manager and Equity Analyst

Performance

Returns
Year Fund Return % Benchmark Return % SA Inflation %
2006 (from 01/Mar) 23.6 28.4 5.0
2007 8.2 4.6 8.9
2008 10.5 -19.0 9.5
2009 -6.5 -1.4 6.3
2010 -1.5 -1.6 3.5
2011 19.0 15.9 6.1
2012 15.6 22.3 5.7
2013 40.9 57.7 5.4
2014 9.5 16.3 5.3
2015 36.6 33.3 5.2
2016 -12.0 -3.9 6.8
2017 3.6 10.9 4.7
2018 4.4 6.4 4.5
2019 14.5 25.3 4.0
2020 11.4 22.3 3.1
2021 11.3 32.7 5.9
2022 8.6 -12.1 7.2
2023 4.2 34.1 5.1
2024 (to 30/Apr) 3.1 7.4 2.5

Characteristics
Benchmark

To achieve meaningful US inflation-beating ZAR equivalent returns over a full investment cycle.
Time horizon

Longer than three years.
Inception date

1 March 2006
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 International Fund, in which the fund invests, does not distribute its income.
Income characteristics

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

Fully invested in the Foord International Fund, sub-fund of Foord SICAV, domiciled in Luxembourg.
Risk of loss

Currency volatility means risk of loss in the short term is high. In general, the risk of loss is lower than that of the average foreign equity fund.
Top 10
Security description Asset class Market Portfolio weight %
ETFS Physical Gold Commodity GB 6.1
SSE PLC Equity GB 5.8
Freeport-McMoran Inc Equity US 5.8
Wheaton Precious Metals Corp Equity US 4.5
FMC Corp Equity US 3.6
Nestle Equity CH 3.3
Occidental Petroleum Equity US 3.2
Air Products & Chemicals Inc Equity US 3.1
Alibaba Group Holding Ltd Equity HK 2.7
US Treasury 4.00% 31/07/2030 Bond US 2.6
Fees

The standard charge rate is a fixed fee of 0.35% plus VAT. A 1.00% annual fee is levied in the Foord International Fund.

Invest now

WHAT IF YOU HAD INVESTED WITH US IN THE PAST?

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

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 International Feeder Fund - Fact Sheet - April 2024 Foord International 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