The Foord Balanced Fund aims to achieve stable income growth as well as the preservation of capital, on a real return basis (i.e to achieve returns over and above the effects of inflation). The risk of loss is lower than that of a pure equity fund. Risk of loss is lower in periods greater than one year, but high in periods shorter than six months.

Source: Profile Data

The market value weighted average total return of the South African- Multi Asset- High Equity unit trust sector, excluding the Foord Balanced Fund.

The Foord Balanced Fund may invest in all JSE listed companies, as well as listed properties, collective investment schemes, foreign assets and fixed income investments. Relative to the market, the fund is overweight in industrials and underweight in financials and resources. The Foord Balanced Fund's restrictions include maximum equity exposure of 75% and maximum offshore exposure of 45%. This fund complies with pension fund investment regulations (Regulation 28).

• Foord Conservative Fund
• Foord International Feeder Fund
• Foord Equity Fund
• Foord Balanced Fund
• Foord Flexible Fund of Funds