Foord Conservative Fund Fact Sheet MDD
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Fund Objectives
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.
Monthly Prices
Fund Information
Fund Sector
SA – Multi Asset – Medium 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
Jan 2014 12 years ago
Fund Benchmark
Cpi + 4%
Fund Risk Rating
1 2 3 4 5 Medium
Fund Size
R 1.1 Bil.


Foord Conservative 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 ?

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Ashburton Investments was founded in 1983 , currently is a subsidiary Firstrand Ltd.

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Distributions Info (in cents)
Q1 of 2023 19.68
Q3 of 2022 21.84
Q1 of 2022 17.07
See Also
Platinum Balanced FOF
Foord Conservative Fund
Destiny Prudential FOF
Satrix Moderate ETF
Stanlib Absolute Plus Fund
Asset Allocation Analysis
Fund Management
Management Company
Foord
Unit Trusts
Asset Manager
Foord
Unit Trusts
Fund Activities
Disclaimer
Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent.