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Foord Conservative Fund


Overview of Foord Conservative Fund

The Foord Conservative Fund seeks to provide investors with a net-of-fee return of 4% per annum above the annual change in the South African Consumer Price Index, measured over rolling three-year periods. The portfolio is managed to comply with the statutory limits set for retirement funds in South Africa (Regulation 28).


Foord Conservative Fund Fact Sheet

Suitable for investors who...

Seek lower levels of investment volatility and risk of short-term loss than those provided by a less conservative balanced fund.


CPI +4% per annum

Strategy of Foord Conservative Fund

Given the Foord Conservative Fund's maximum 60% equity investment restriction, the fund is appropriate for conservative investors who are close to, or typically in, retirement and whose time horizon does not exceed five years.
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Fund performance

Source: Profile Data

Fund managers

Dane Schrauwen

Dane Schrauwen

Daryll Owen

Other funds from Foord

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

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