Foord International Feeder Fund
MANAGEMENT Fund Manager's Comment
Dave Foord, B Com, CA (SA)
Dave Foord founded Foord Asset Management in 1981. Foord remains an independent, owner-controlled portfolio management business that focuses exclusively on investment management. For 30 years, Dave and the team at Foord have been delivering returns for their clients well in excess of market benchmarks. They have achieved this by consistently taking a long-term view and a contrarian approach when necessary.
Brian Arcese
FUND OBJECTIVES AND FOCUS

The objective of the fund is to provide investors with exposure to a portfolio of international equity and fixed interest securities, constructed with the purpose of maximising return with minimum risk. This is achieved through direct investment into the Foord International Trust, which aims to produce an annualised return over time in excess of 10% in US dollars, thereby expecting to outperform world equity indices. The fund provides South African investors with an opportunity to diversify their portfolios offshore and to hedge against rand depreciation.


Click here to Download CSV
WEBGRAPH
RANKING
SectorGlobal-Multi Asset-Flexible
SizeR3,432,145,699
Sector Rank: 19 out of 20
(lump sum over 3 years to 31 July 2019)
Overall Rank: 617 out of 1038
(lump sum over 3 years to 31 July 2019)
R1000 invested on 31 July 2016 was worth R 1115 at 31 July 2019
( 3.68% annual compound return)
R100 per month since 31 July 2016 was worth R 3881 at 31 July 2019
( 4.83% annual return compounded monthly)
TECHNICAL OVERVIEW
Formation Date:01 MAR 2006 Holdings:0
Original Price:0 Pricing:Forward
Top Holdings on 31 July 2019
Share (Sector)No.Value% of Fund
FOREIGNDIRFCE (Foreign Invest)03,422,394,080 99.72 %
FINANCEINSTIT (Cash on call)09,751,619 0.28 %
TOTAL R3,432,145,699100%

Send e-mail to
© 2019 SHARENET (PTY) Ltd, Cape Town, South Africa
Home     Terms & conditions    Privacy Policy
    Security Notice    Contact Details
Market Statistics are calculated by Sharenet and are therefore not the official JSE Market Statistics. The calculation/derivation may include underlying JSE data.