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Foord Balanced Fund A (0P0000IR19)

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79.955 +0.040    +0.05%
00:00:00 - Closed. Currency in ZAR
  • Morningstar Rating:
  • Total Assets: 24.78B
Type:  Fund
Market:  South Africa
Issuer:  Foord Unit Trusts
ISIN:  ZAE000042172 
Asset Class:  Equity
Foord Balanced Fund A 79.955 +0.040 +0.05%

0P0000IR19 Overview

 
On this page you'll find an in-depth profile of Foord Balanced Fund A. Learn about the key management, total assets, investment strategy and contact information of 0P0000IR19 among other information.
Category

ZAR/NAD Aggressive Allocation

Total Assets

24.78B

Expenses

1.30%

Inception Date

Aug 30, 2002

Investment Strategy

The fund aims to achieve the steady growth of income and capital as well as the preservation of real capital (capital as adjusted for inflation). The portfolio is managed to comply with the statutory investment limits set for retirement funds in South Africa (Regulation 28). The fund is suitable for investors whose risk tolerance is below that of a pure equity fund investor and those who require the asset allocation decision to be made for them, within prudential guidelines. Because the fund complies with Regulation 28, it is ideally suited to being a substantial component of any retirement savings portfolio and is especially suitable for retirement funds, pension fund members and holders of contractual savings products.

Contact Information

Address 7405
Cape Town,
South Africa
Phone +27 (0)21 531 5085
Fax +27 (0)21 531 5086

Top Executives

Name Title Since Until
Nancy Hossack - 2024 Now
Nicholas Balkin Portfolio Manager 2014 Now
Dave Foord - 2002 Now
Biography Dave Foord is the founder of Foord Asset Management. He founded Foord Asset Management in South Africa and in Singapore in 1981 and 2012 respectively. He is also a portfolio manager and the global Chief Investment Officer (CIO). Dave has more than 44 years' investment experience.
William Fraser Portfolio Manager 2017 2022
Daryll Owen - 2016 2021
Dane Schrauwen Portfolio Manager 2011 2016
William Fraser Portfolio Manager 2011 2014
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