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