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Foord Balanced Fund B4 (0P0000ZQYE)

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80.497 -0.130    -0.16%
07:00:00 - Closed. Currency in ZAR
Type:  Fund
Market:  South Africa
Issuer:  Foord Unit Trusts
ISIN:  ZAE000181046 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 24.91B
Foord Balanced Fund B4 80.497 -0.130 -0.16%

Foord Balanced Fund B4 Overview

 
Find basic information about the Foord Balanced Fund B4 mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0000ZQYE MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: ZAE000181046)
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Rating
1-Year Change11.21%
Prev. Close80.623
Risk Rating
TTM Yield1.55%
ROE13.91%
IssuerFoord Unit Trusts
TurnoverN/A
ROA5.91%
Inception DateSep 02, 2013
Total Assets24.91B
Expenses1.43%
Min. Investment20,000
Market Cap359.16B
CategoryZAR/NAD Aggressive Allocation
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1112 1068 1170 1337 1650 2031
Fund Return 11.17% 6.84% 17% 10.16% 10.53% 7.34%
Place in category 406 183 467 331 232 129
% in Category 62 26 72 60 50 62

Top Equity Funds by Foord Unit Trusts

  Name Rating Total Assets YTD% 3Y% 10Y%
  Foord Balanced Fund A 24.91B 10.54 9.37 7.22
  Foord Balanced Fund B1 24.91B 10.80 9.67 7.52
  Foord Balanced Fund B3 24.91B 10.79 9.93 7.79
  Foord Balanced Fund B 24.91B 11.24 10.47 8.40
  Foord Balanced Fund B2 24.91B 10.95 9.86 7.70

Top Funds for ZAR/NAD Aggressive Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Allan Gray Balanced Fund C 201.2B 9.24 12.06 8.64
  Allan Gray Balanced Fund A 201.2B 8.46 10.90 8.56
  Allan Gray Balanced Fund X 201.2B 8.21 13.80 -
  Coronation Balanced Plus Fund A 123.3B 10.58 8.72 8.08
  Coronation Balanced Plus Fund P 123.3B 11.00 9.22 8.58

Top Holdings

Name ISIN Weight % Last Change %
  Foord SICAV Foord International Fund B LU0914416242 17.11 49.185 -0.12%
Foord Global Equity Class X SGXZ22939185 12.68 - -
  Prosus NL0013654783 7.84 39.17 -0.38%
Foord Global Equity (Lux) X Cap LU0914416838 5.37 - -
  NewGold Debentures ZAE000060067 3.59 44,559 -0.23%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Strong Buy Strong Buy Strong Buy
Summary Strong Buy Strong Buy Strong Buy
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