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 ?

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

Nedbank Investments's BettaBeta merged into CoreShares in 2015.

SIM's NewFunds ETFs transfered , renamed and managed by Sanlam's Satrix.

Distributions Info (in cents)
Q1 of 2023 49.08
Q3 of 2022 114.49
Q1 of 2022 73.43
See Also
Nedgroup Investments Managed Fund
SIM Multi Managed Growth FOF
Merchant West Balanced Plus Fund
Pbi Balanced FOF
Roxburgh Balanced Plus FOF
Asset Allocation Analysis
Fund Management
Fund Activities
Disclaimer
Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation.