CALL US021 001 2323
‹ Back to all funds

Foord Equity Fund

Code: FEQF

Overview of Foord Equity Fund

The Foord Equity Fund’s objective is to beat the South African equity market and achieve higher returns than the FTSE/JSE without taking on more risk. The fund achieves its strategy through active stock selection and asset allocation, together with risk management tools.

Fund performance

Source: Profile Data

Downloads

Suitable for investors who...

  • Are equity investors wanting to achieve higher returns that what the market and associated passive instruments such as ETFs can achieve, without assuming greater risk.
  • Have a long term investment horizon and can tolerate short term market fluctuations.

Benchmark

Total return of the FTSE/JSE All Share Index. This includes both capital and income.

Strategy of Foord Equity Fund

The Foord Equity Fund's top three equity investments are Aspen, BHP Billiton and Sasol. The sector which the fund has the greatest exposure to is the consumer goods sector. The fund is overweight in industrials and financials, relative to the overall market. The fund does not invest offshore.

Fund managers

Dane Schrauwen

Dane Schrauwen

Dave Foord

Dave Foord

Nicholas-Balkin

Nicholas Balkin

Other funds from Foord

‹ Back to all funds

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?

Chat to your portfolio manager

Ready to invest?
×

Let's chat

One of our investment consultants will contact you shortly.
×

Newsletter Signup

Please complete all information below to sign up.
×

Need Advice?

xxx OK
×

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?