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| Foord Conservative Fund Fact Sheet MDD |
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Foord Conservative Fund Fact Sheet MDD
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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.
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| Fund Sector |
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| SA – Multi Asset – Medium 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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| Jan 2014 |
12 years ago |
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| Foord Conservative Fund Unit Prices |
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Asset manager Coronation saw a need for a shariah-complient leaning asset managemnt and in 2002, founded a standalone manager Kagiso AM (now Camissa AM).
UK-based M&G Pls increased its stake to asset manager Prudential FM and the manager renamed M&G Investments in 2023.
Stanlib was formed after merger of Standard Bank and Liberty Life asset management businesses.
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| Distributions Info (in cents) |
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| Q1 of 2023 | 19.68 |
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| Q3 of 2022 | 21.84 |
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| Q1 of 2022 | 17.07 |
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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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