Launched on 1 April 2008, the Foord Flexible Fund is an unconstrained fund investing in all available asset classes in South Africa and around the world.  The fund targets inflation beating returns over rolling three year periods by implementing Foord’s best investment view and its benchmark is CPI + 5% per annum.

The objective of the fund is to provide investors with inflation beating returns over rolling three year periods.  It aims to achieve this objective by exploiting the benefits of global diversification in a portfolio that continually reflects the manager’s prevailing view on all available asset classes, both in South Africa and around the world.

Asset allocation and timing are the key drivers of long-term investment performance.  By removing all constraints on asset class exposures, the fund manager has maximum flexibility to implement his best investment ideas.  The result is a flexible fund of funds portfolio representing the most attractively priced South African and global assets.

The Foord Flexible Fund is ideally suited to investors with a moderate risk profile seeking long-term inflation beating returns, but who do not require a high income yield