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
Dec 24
R 16.75    R 0.03
   0.18%
High Avg. Low
R 16.79 R 16.07 R 15.29
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 11 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 ?

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

Sygnia traces its roots when the asset manager African Harvest buys IQvest of Madga Wierzycka.

Asset manager Prime Collective Investment was founded by Shane Peters in 2005.

Distributions Info (in cents)
Q1 of 2023 19.68
Q3 of 2022 21.84
Q1 of 2022 17.07
See Also
Sygnia Skeleton Balanced 60 Fund
Montrose Moderate FOF
Novare Balanced Fund
Platinum Balanced FOF
Edge Balanced Fund
Asset Allocation Analysis
Fund Management
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.