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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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Around 2020, after embroiled in exceeding maximum pension mandated investments , asset manager JM Busha , did not recover and exited the unit trust industry.
The first ever listing of S&P 500 ETF on the JSE was from CoreShares.
The operation licence of Stringfellow Asset Management was revoked after it was found operating an illegal investment ponzi scheme. Stringfellow was established by Thomas Stringfellow.
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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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| All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice. |
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