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

The Fund Aims and Objectives

This Cpi + 4% bbenchmarked fund aims to provide investors with returns of more than 4% above Cpi index over a rolling 3 years. The fund will invest in equity securities , interest bearing securities , property securities and money market instruments both local and offshore.

The Technical Details
	Foord Conservative Fund

Fund Sector
SA – Multi Asset – Medium Equity

Launch Date
Jan 2014	10 years ago

Fund Benchmark
Cpi + 4%

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 Conservative Fund

Jul 24 R 16.22 ⇑    R 0.33 ⇑    2.08%

High Avg. Low R 16.22 R 15.60 R 15.18

The Dividends Foord Conservative Fund

Total Distributions Bi-Annually

The Management Foord Conservative Fund

Asset Allocations

Fund Size	R 1.1 Bil.

Fund Activities Foord Conservative Fund

Did You Know ?
10X Investments acquired CoreShares in 2022.
Asset manager Marriott Unit Trusts Manco was founded in 1987.
UK-based M&G Pls increased its stake to asset manager Prudential FM and the manager renamed M&G Investments in 2023.
Asset manager, Personal Trust was founded in 1980 by duo of John le Roux and Andy Calmeyer.

T O P F U N D S Ngcsoft Mzansi Home Fact Sheets (MDD) Industry News Opinions & Views Stats Foord Conservative Fund Fact Sheet MDD The fundamental and technical unit trust fund fact sheet of Foord Conservative Fund A unit trust fund managed and admin by Foord Unit Trusts D.Y.K ? 10X Investments acquired CoreShares in 2022.
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 This Cpi + 4% bbenchmarked fund aims to provide investors with returns of more than 4% above Cpi index over a rolling 3 years. The fund will invest in equity securities , interest bearing securities , property securities and money market instruments both local and offshore. The Technical Details Foord Conservative Fund Fund Sector SA – Multi Asset – Medium Equity Launch Date Jan 2014 10 years ago Fund Benchmark Cpi + 4% 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 1.1 Bil. The Management Foord Conservative Fund See Also New Road Moderate FOF Assetbase CPI 4% FOF Coronation Capital Plus Fund Novare Balanced Fund Grayswan Moderate FOF NAV Prices Foord Conservative Fund Jul 24 R 16.22 ⇑    R 0.33 ⇑    2.08% High Avg. Low R 16.22 R 15.60 R 15.18 The Dividends Foord Conservative Fund Total Distributions Bi-Annually Fund Activities Foord Conservative Fund Did You Know ? 10X Investments acquired CoreShares in 2022. Asset manager Marriott Unit Trusts Manco was founded in 1987. UK-based M&G Pls increased its stake to asset manager Prudential FM and the manager renamed M&G Investments in 2023. Asset manager, Personal Trust was founded in 1980 by duo of John le Roux and Andy Calmeyer.	Jul 24 R 16.22 Jun R 15.89 May 24 R 15.74 Apr 24 R 15.54 Mar 24 R 15.61
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