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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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| 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 |
24 years ago |
| Fund Benchmark |
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| Sector Avg |
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| Foord Balanced Fund Unit Prices |
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Head officed in Cape Town, Foord Fund Managers was founded in 1981 by Dave Foord.
In 2020, Cannon Asset Management, was bought by Seriti Capital Partners, after the transaction its s retail unit trusts dissappeared from retail.
DYN
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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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| Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation. |
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