Foord Conservative Fund Fact Sheet MDD
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Fund 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.
Monthly Prices
Fund Information
Fund Sector
SA – Multi Asset – Medium 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
Jan 2014 12 years ago
Fund Benchmark
Cpi + 4%
Fund Risk Rating
1 2 3 4 5 Medium
Fund Size
R 1.1 Bil.


Foord Conservative 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 ?

Anchor Capital is a division of Anchor Group , that was founded by Peter Armitage.

DYN

Coronation Fund Managers was founded in 1993, by 18 group of investment professionals.

Distributions Info (in cents)
Q1 of 2023 19.68
Q3 of 2022 21.84
Q1 of 2022 17.07
See Also
Satrix Moderate ETF
Baroque Moderato FOF
Quantum Balanced FOF
Jbl Managed FOF
ADB Balanced FOF
Asset Allocation Analysis
Fund Management
Management Company
Foord
Unit Trusts
Asset Manager
Foord
Unit Trusts
Fund Activities
Disclaimer
All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice.