The unit trust portfolio is suitable for investors seeking exposure to the domestic equity market with maximum capital appreciation as their primary goal over the long term. Investors should have a tolerance for short-term market volatility in order to achieve long-term objectives.
2009 - Raging Bull - Best SA Equity Value Fund
2009 - Morningstar - Best SA Equity Fund
2010 - Raging Bull - Best SA Equity Value Fund
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.
03 November 2003
(ASISA) South African EQ General
South African EQ General
|excl VAT||incl VAT|
|Fund management fee||1.50%||1.73%|
|Total expense ratio||1.74%|
|Fund transacting costs||0.09%|
|Total investment charges||1.83%|
|Fund price||Market change||Unit count|
|Cents per unit||Latest date||Frequency|
|145.61||31 December 2019||Annually|
Our responsibility towards our clients’ assets forms the foundation of our investment philosophy and approach.