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Foord Conservative Fund

Code: FCFCR

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).

Fund performance

Source: Profile Data

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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

Dane Schrauwen

Dane Schrauwen

Daryll Owen

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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?