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Foord Conservative Fund

Code: FCFCR

Overview of Foord Conservative Fund

The fund aims to grow retirement savings by inflation-beating returns over the medium term from a conservative, but actively managed, multi-asset class portfolio. The fund is appropriate for conservative investors in retirement products that are subject to prudential limits who are close to, or typically in, retirement and whose investment horizon does not exceed five years.

Fund performance

Source: Profile Data

Downloads

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.

Benchmark

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.

Fund Managers

Dave Foord

Dave Foord

Nick Balkin

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