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 ?

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.

Distributions Info (in cents)
Q1 of 2023 49.08
Q3 of 2022 114.49
Q1 of 2022 73.43
See Also
Old Mutual Balanced Fund
Rebalance Balanced Fof
Oasis Balanced Fund
Aylett Balanced Fund
Southern Charter Growth FOF
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.