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| Foord Bond Fund Fact Sheet MDD |
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Foord Bond Fund Fact Sheet MDD
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The investment objective of this 2022 fund is the return of high income yields with prospect of capital growth.
The fund will invest in spectrum of listed and unlisted interest bearing securities of variable mature terms.
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| High | Avg. | Low |
| R 10.94 | R 10.41 | R 9.80 |
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| Fund Sector |
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| SA – Interest Bearing – Short Term |
| Fund Maximum Annual Fee * |
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0.57%-N
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 |
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| Foord Bond Fund Unit Prices |
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Head officed in Cape Town, Foord Fund Managers was founded in 1981 by Dave Foord.
With more than 400 co-managed unit trusts , BCI is by far the biggest administrator of unit trusts in SA as of 2020s.
UK-based M&G Pls increased its stake to asset manager Prudential FM and the manager renamed M&G Investments in 2023.
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| Distributions Info (in cents) |
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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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