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Foord Domestic Balanced Fund B (0P000125T3)

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15.108 +0.040    +0.27%
22/11 - Closed. Currency in ZAR
  • Morningstar Rating:
  • Total Assets: 119.75M
Type:  Fund
Market:  South Africa
Issuer:  Foord Unit Trusts
ISIN:  ZAE000186763 
Asset Class:  Equity
Foord Domestic Balanced Fund B 15.108 +0.040 +0.27%

0P000125T3 Overview

 
Find basic information about the Foord Domestic Balanced Fund B mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P000125T3 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change12.92%
Prev. Close15.067
Risk Rating
TTM Yield4.92%
ROE13.59%
IssuerFoord Unit Trusts
TurnoverN/A
ROA5.56%
Inception DateJan 02, 2014
Total Assets119.75M
Expenses0.15%
Min. InvestmentN/A
Market Cap125.78B
CategoryZAR/NAD Aggressive Allocation
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1192 1107 1293 1580 1901 2270
Fund Return 19.16% 10.75% 29.29% 16.46% 13.71% 8.54%
Place in category 12 11 9 9 30 60
% in Category 2 2 2 2 5 28

Top Equity Funds by Foord Unit Trusts

  Name Rating Total Assets YTD% 3Y% 10Y%
  Foord Balanced Fund B3 24.77B 11.69 10.86 7.94
  Foord Balanced Fund B4 24.77B 11.17 10.16 7.34
  Foord Balanced Fund B 24.77B 12.09 11.41 8.55
  Foord Balanced Fund B2 24.77B 11.86 10.80 7.85
  Foord Balanced Fund B1 24.77B 11.72 10.62 7.67

Top Funds for ZAR/NAD Aggressive Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Allan Gray Balanced Fund C 200.1B 9.24 12.06 8.64
  Allan Gray Balanced Fund A 200.1B 8.46 10.90 8.56
  Allan Gray Balanced Fund X 200.1B 8.21 13.80 -
  Coronation Balanced Plus Fund P 121.18B 11.46 10.83 8.66
  Coronation Balanced Plus Fund D 121.18B 10.84 9.03 8.39

Top Holdings

Name ISIN Weight % Last Change %
South Africa (Republic of) 0.09% ZAG000107012 14.28 - -
  Prosus NL0013654783 9.63 37.97 -0.34%
South Africa (Republic of) 0% ZAG000137191 5.73 - -
South Africa (Republic of) 0% ZAG000125998 5.61 - -
Foord Income B ZAE000313565 4.73 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Strong Buy
Technical Indicators BUY BUY Strong Buy
Summary Buy Buy Strong Buy
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