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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
Nick Balkin
Other funds from Foord
• Foord Conservative Fund
• Foord International Feeder Fund
• Foord Equity Fund
• Foord Balanced Fund
• Foord Flexible Fund of Funds
‹ Back to all funds
• Foord International Feeder Fund
• Foord Equity Fund
• Foord Balanced Fund
• Foord Flexible Fund of Funds
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