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Foord Asset Management has managed private and institutional portfolios since 1981. Our passion for growing our clients' assets has resulted in an enviable performance track record, and loyal, satisfied customers.
Compounding has been described as the Eighth Wonder of the World - and just like the other Seven Wonders, requires patience and time to achieve. Foord's long term alpha (out performance of a benchmark) on our retirement fund mandates exceeds 5% per annum for over 24 years. The impact of compounding these superior returns is significant.
Some outstanding facts of our long-term equity track record* are:
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23 out of 24 years has generated a positive return (compared to 17 positive years of the FTSE/JSE All Share Index) |
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In 15 out of 24 years, the market return was exceeded |
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On a rolling 3 year basis since 1984, we have out performed the market on 17 out of 22 periods, and 19 out of 20 periods on a rolling 5 year basis over the same term |
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R100 000 invested in Foord Equities on 31.12.1983 would be worth R24.7 million on 31.12.2007 versus a stock market value of R6.7 million - cumulative added value of R18.0 million on an initial R100 000 investment. |
* Equity returns of our retirement fund mandates from 1 January 1984 to 31 December 2007
The bottom line is that we have delivered significant real growth to the value of our clients' investment assets over a sustained period of time, with superior equity performance.
To see how this performance could have worked for you, please visit the top right links. | 
