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
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 24 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 ?

Deutshe Group s Db-Trackers sold local Itrix Etfs to Sygnia in a R350 million deal in 2017.

DYN

DYN

Distributions Info (in cents)
Q1 of 2023 49.08
Q3 of 2022 114.49
Q1 of 2022 73.43
See Also
Brenthurst Balanced FOF
AS Forum Aggressive FOF
Prescient Balanced Fund
Pws Moderate FOF
Anchor Diversified Growth Fund
Asset Allocation Analysis
Fund Management
Management Company
Foord
Unit Trusts
Asset Manager
Foord
Unit Trusts
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.