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| Foord Balanced Fund Fact Sheet MDD |
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Foord Balanced Fund Fact Sheet MDD
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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.
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| R 80.07 | ⇓ | R -.45 |
| ⇓ | -0.56% |
| High | Avg. | Low |
| R 81.45 | R 77.39 | R 72.59 |
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| Fund Sector |
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| SA – Multi Asset – High Equity |
| Fund Maximum Annual Fee * |
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1.15%-Y
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
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| Bi-Annually |
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| Launch Date |
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| Sep 2002 |
23 years ago |
| Fund Benchmark |
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| Sector Avg |
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| Foord Balanced Fund Unit Prices |
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Mohamed Shaheen Ebrahim was instrumental in the establishemnt of asset maager Oasis Crescent Manco.
Sygnia traces its roots when the asset manager African Harvest buys IQvest of Madga Wierzycka.
Coronation Fund Managers was founded in 1993, by 18 group of investment professionals.
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| Distributions Info (in cents) |
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| Q1 of 2023 | 49.08 |
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| Q3 of 2022 | 114.49 |
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| Q1 of 2022 | 73.43 |
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| Asset Allocation Analysis |
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| All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice. |
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