Foord is a privately owned, independent asset management company with offices in South Africa and Singapore. Their investment philosophy and associated process focuses on the preservation of capital and the understanding and management of risk. They have developed a track record of producing consistent, inflation-beating long-term returns using a combination of sound asset allocation and stock selection.
Foord Asset Management was founded in 1981 and has one of the longest track records in South Africa. They have managed the Nedgroup Investments Value Fund since 2004 and the Nedgroup Investments Stable Fund since its inception in 2007.
Foord places significant emphasis on the integration of ESG factors into their investment decisions, which is further supported by the degree to which it engages with investee companies. Foord’s broad participation in the responsible investing space is supported by an annual Stewardship Report and extensive CSI initiatives.
01 November 2007
(ASISA) South African MA Low Equity
SA Inflation + 4% Geometric
|excl VAT||incl VAT|
|Fund management fee||1.35%||1.55%|
|Total expense ratio||1.93%|
|Fund transacting costs||0.01%|
|Total investment charges||1.94%|