Foord Balanced Fund

Fund Overview

Risk Profile

Low Medium High


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:


Inception Date:

1 September 2002

Fund Code:


Fund Manager(s):

Dave Foord, Dane Schrauwen, William Fraser
Foord Asset Management

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The Ninety One Managed Fund aims to provide investors with stable growth of capital over the long term. The objective is to achieve returns well in excess of the fund’s peer group average, measured over three to five year periods.