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Foord Balanced Fund

Code: FGBF

Overview of Foord Balanced Fund

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.

Fund performance

Source: Profile Data

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Suitable for investors who...

  • Are medium to long-term investors saving for retirement.
  • have a long term investment horizon, whose risk tolerance is below that of a pure equity investor
  • want active asset allocation decision making, within the prudential guidelines.

Benchmark

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

Strategy of 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 25%. This fund complies with pension fund investment regulations (Regulation 28).

Fund Managers

Daryll Owen

Dave Foord

Dave Foord

Nick Balkin

William Fraser

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Does your money work for you?

Calculate your optimal investment needs

Calculate my income in retirement
Calculate how much to save for retirement
How old are you?
How old are you?
What is your life expectancy?
What monthly income (pre-tax) do you currently require?
What is the total of your current retirement savings?
How old are you?
At what age do you want to retire?
What is your current monthly income?
What percentage of your current income will you require at retirement?
How much have you already saved for retirement?
How much can you contribute per month?
By how much can you increase your monthly contributions per year?