TOPFUNDS Ngcsoft Mzansi Home Fact Sheets (MDD) Opinions & Views Activities & News Stats & Graphs Foord Balanced Fund MDD Page Table of Content Fund Objectives Fund Technicals NAV Prices Dividends Management Asset Allocations Fund Activities

The Fund Aims and Objectives

The investment aim of this regualtion 28 complaint unit trust fund is to grow retirement fund savings by meaningful inflation- beating margins over a long term period. The fund will invest in equity securities, listed property , bonds, money markets instruments and foreign assets securities.

The Technical Details
	Foord Balanced Fund

Fund Sector
SA – Multi Asset – High Equity

Launch Date
Sep 2002	22 years ago

Fund Benchmark
Sector Avg

Fund Maximum Annual Fee *
1.15%-Y Y or N indicate if performance fee levied or not. Advisor fee excluded.

Minimum Investments
R50 0000/R1 000 Lump Sum/Debit Order

Distribution Frequency
Bi-Annually

Fund Risk Rating

1	2	3	4	5	Medium

NAV Prices Foord Balanced Fund

Jul 24 R 78.24 ⇑    R 1.61 ⇑    2.1%

High Avg. Low R 78.24 R 74.98 R 72.59

The Dividends Foord Balanced Fund

Total Distributions Bi-Annually

The Management Foord Balanced Fund

Asset Allocations

Fund Size	R 24.9 Bil.

Fund Activities Foord Balanced Fund

Did You Know ?
Asset manager Allan Gray UT Manco was founded by the same person Allan Gray in 1973.
UK-based M&G Pls increased its stake to asset manager Prudential FM and the manager renamed M&G Investments in 2023.
Ashburton Investments was founded in 1983 , currently is a subsidiary Firstrand Ltd.
Ninety One overall assets under management are hovering around 3 trillion , that's almost the entire size of out unit trusts industry.

T O P F U N D S Ngcsoft Mzansi Home Fact Sheets (MDD) Industry News Opinions & Views Stats Foord Balanced Fund Fact Sheet MDD The fundamental and technical unit trust fund fact sheet of Foord Balanced Fund A unit trust fund managed and admin by Foord Unit Trusts D.Y.K ? Asset manager Allan Gray UT Manco was founded by the same person Allan Gray in 1973.
SA - MA - I SA - E - G - SA - E - LC - G - MA - F - SA - IB - VT - G - E - G - SA - MA - F - R - MA - F - SA - RE - G - SA - MA - HE -	The Fund Aims and Objectives The investment aim of this regualtion 28 complaint unit trust fund is to grow retirement fund savings by meaningful inflation- beating margins over a long term period. The fund will invest in equity securities, listed property , bonds, money markets instruments and foreign assets securities. The Technical Details Foord Balanced Fund Fund Sector SA – Multi Asset – High Equity Launch Date Sep 2002 22 years ago Fund Benchmark Sector Avg Fund Maximum Annual Fee * 1.15%-Y Y or N indicate if performance fee levied or not. Advisor fee included. Minimum Investments R50 0000/R1 000 Lump Sum/Debit Order Distribution Frequency Bi-Annually Fund Risk Rating 1 2 3 4 5 Medium Asset Allocations Fund Size R 24.9 Bil. The Management Foord Balanced Fund See Also Pbi Balanced FOF Instit Managed Fund Affinity Growth Fund Anchor Diversified Growth Fund Long Beach Managed Fund NAV Prices Foord Balanced Fund Jul 24 R 78.24 ⇑    R 1.61 ⇑    2.1% High Avg. Low R 78.24 R 74.98 R 72.59 The Dividends Foord Balanced Fund Total Distributions Bi-Annually Fund Activities Foord Balanced Fund Did You Know ? Asset manager Allan Gray UT Manco was founded by the same person Allan Gray in 1973. UK-based M&G Pls increased its stake to asset manager Prudential FM and the manager renamed M&G Investments in 2023. Ashburton Investments was founded in 1983 , currently is a subsidiary Firstrand Ltd. Ninety One overall assets under management are hovering around 3 trillion , that's almost the entire size of out unit trusts industry.	Jul 24 R 78.24 Jun R 76.63 May 24 R 76.63 Apr 24 R 75.34 Mar 24 R 74.92
Oasis Foord Sygnia Momentum Satrix ©2012-2024 NGCSOFT