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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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With more or less than 10 unit trusts , asset manager Allan Gray is home to 3 funds featuring in our Top 10 Heavyweights by fund size in years of 2020s.
Mohamed Shaheen Ebrahim was instrumental in the establishemnt of asset maager Oasis Crescent Manco.
Asset manager, Personal Trust was founded in 1980 by duo of John le Roux and Andy Calmeyer.
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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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| Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation. |
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