Foord Balanced Fund Fact Sheet MDD
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Fund 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.
Monthly Prices
Dec 24
R 80.07    R -.45
   -0.56%
High Avg. Low
R 81.45 R 77.39 R 72.59
Fund Information
Fund Sector
SA – Multi Asset – High Equity
Fund Maximum Annual Fee *
1.15%-Y
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Bi-Annually
Fund Information
Launch Date
Sep 2002 23 years ago
Fund Benchmark
Sector Avg
Fund Risk Rating
1 2 3 4 5 Medium
Fund Size
R 24.9 Bil.


Foord Balanced Fund Unit Prices
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
Did You Know ?

The JSE allowed listings and trading of the Actively Managed ETF in 2023.

Asset manager Coronation was the first introducer of absolute unit trusts funds in our local industry in 1999.

In 1965, the first unit trust in SA , Sage Domestic Equity Fund ,was launched.

Distributions Info (in cents)
Q1 of 2023 49.08
Q3 of 2022 114.49
Q1 of 2022 73.43
See Also
Rezco Value Trend Fund
Nedgroup Investments Balanced Fund
Merchant West Balanced Plus Fund
M&G Balanced Fund
Simplisiti Managed Protector FOF
Asset Allocation Analysis
Fund Management
Fund Activities
Disclaimer
Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent.