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Foord Balanced Fund B3 (0P0000XRMA)

Johannesburg

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82.390 -0.887 -1.07%

01/04 - Closed. Currency in ZAR

Morningstar Rating:
Total Assets: 24.87B

Type: Fund

Market: South Africa

Issuer: Foord Unit Trusts

ISIN: ZAE000164893

Asset Class: Equity

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0P0000XRMA Overview

On this page you'll find an in-depth profile of Foord Balanced Fund B3. Learn about the key management, total assets, investment strategy and contact information of 0P0000XRMA among other information.

Investment Strategy

The fund aims to achieve the steady growth of income and capital as well as the preservation of real capital (capital as adjusted for inflation). The portfolio is managed to comply with the statutory investment limits set for retirement funds in South Africa (Regulation 28). The fund is suitable for investors whose risk tolerance is below that of a pure equity fund investor and those who require the asset allocation decision to be made for them, within prudential guidelines. Because the fund complies with Regulation 28, it is ideally suited to being a substantial component of any retirement savings portfolio and is especially suitable for retirement funds, pension fund members and holders of contractual savings products.

Contact Information

Address 7405
Cape Town,
South Africa

Phone +27 (0)21 531 5085

Fax +27 (0)21 531 5086

Web www.foord.co.za

Top Executives

Name	Title	Since	Until
Wim Murray	-	2025	Now
Biography	Equity portfolio manager and analyst within the SA listed environment. Prior to joining Foord in 2015, he has worked as an analyst at Peregrine Capital – South Africa’s largest hedge fund. He holds a LLB degree and is CFA charter holder.
Nancy Hossack	-	2024	Now
Biography	Equity portfolio manager and analyst within the SA listed environment. Prior to joining Foord in 2015, she worked as an analyst at Investec Asset Management. Attended University of Cape Town where she earned a CA (SA) having completed her articles at Investec Bank
Nicholas Balkin	Portfolio Manager	2014	Now
Biography	B Com (Hons), Finance, CFA. Nick joined Foord in 2006 as an equity analyst and has over 15 years’ experience in financial markets. Today he manages both domestic equity and balanced fund mandates and was appointed Chief Investment Officer for Foord South Africa as of January 2023. Prior to joining Foord, Nick worked at a global management consultancy.
Dave Foord	-	2002	2024
Biography	After completing his articles, Dave joined Old Mutual as an investment analyst and thereafter joined National Mutual of Australasia in the role of Investment Manager. He founded Foord Asset Management in 1981. In the three decades under Dave’s leadership, Foord has grown into a leading independent investment boutique in South Africa with a strong investment track record. Dave holds a B.Com degree and is a Chartered Accountant.
William Fraser	Portfolio Manager	2017	2022
Daryll Owen	-	2016	2021
Dane Schrauwen	Portfolio Manager	2011	2016
William Fraser	Portfolio Manager	2011	2014

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