Foord Balanced Fund

Fund Overview

Fund Fact Sheet

Risk Profile

Low Medium High

Objective

The Foord Balanced Fund aims to provide the steady growth of income and capital as well as the preservation of real capital (capital as adjusted for inflation) and to exceed the benchmark return. The fund is managed to comply with the statutory investment limits set for retirement funds in South Africa.

Investor Profile

  • Pension funds, pension fund members, holders of contractual savings products, medium term investors and those investors who require the asset allocation decision to be made for them, within the prudential investment guidelines.

Offshore Exposure:

Yes

Inception Date:

1 September 2002

Fund Code:

FGBF

Fund Manager(s):

Dave Foord, Dane Schrauwen, William Fraser
Foord Asset Management

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