Launched on 31 August 2002, the Foord Equity Fund is a general equity fund investing in specially selected equities across the spectrum of the JSE.  This fund is appropriate for those investors seeking to maximise their long-term total returns, while accepting the full risk of investing in the share market.

The fund aims to provide clients with a superior return to that of the FTSE/JSE All Share Index, with less than market risk.  It is suited to being a component of any long-term discretionary savings portfolio.  By investing in this fund, investors are entrusting their long-term savings to an investment team that has proved itself as an industry leader over 20 years.  Investment discretion is restricted only by the limits imposed by the Collective Investment Schemes Control Act. 

MONTHLY PERFORMANCE

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	TOTAL
2010	-1.60%	1.30%	6.40%	1.50%	-3.90%	-2.20%	6.60%	-3.10%					4.51%
2009	-4.80%	-8.00%	7.70%	4.50%	3.90%	2.00%	6.70%	5.30%	2.40%	2.70%	-0.40%	5.60%	29.83%
2008	-9.10%	10.00%	-2.10%	1.50%	1.60%	-5.05%	-0.60%	4.60%	-12.00%	-9.80%	-1.00%	2.30%	-19.89%
2007	3.49%	1.86%	3.99%	4.17%	1.82%	-1.50%	-0.21%	0.15%	2.53%	4.03%	-4.40%	-3.38%	12.77%
2006	11.00%	0.96%	5.14%	1.97%	-4.48%	-0.85%	-0.68%	5.66%	2.23%	6.06%	3.71%	4.66%	40.58%
2005	0.08%	3.86%	-1.75%	-1.61%	7.21%	3.14%	9.09%	2.61%	9.10%	-2.34%	3.30%	7.21%	46.76%
2004	2.82%	0.40%	-0.84%	-1.27%	-0.23%	-0.31%	1.59%	8.79%	5.79%	2.31%	6.52%	2.73%	31.56%
2003	-3.10%	-3.15%	-5.78%	-0.64%	9.86%	-0.14%	4.46%	3.56%	-1.34%	7.26%	1.18%	6.82%	19.25%
2002									1.86%	2.61%	5.82%	-2.55%	7.78%

FUND CHARACTERISTICS