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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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Asset manager Prescient Asset Management was founded by the Guy brothers Herman and Toms.
The resultant of merger of Plexus and Grant Thornton was the establishment of the current manager Plexus Wealth.
The first ever listing of S&P 500 ETF on the JSE was from CoreShares.
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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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