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Foord Domestic Balanced Fund B (0P000125T3)

Johannesburg

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14.929 +0.266 +1.81%

08/04 - Delayed Data. Currency in ZAR

Type: Fund

Market: South Africa

Issuer: Foord Unit Trusts

ISIN: ZAE000186763

Asset Class: Equity

Morningstar Rating:
Total Assets: 120.75M

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Foord Domestic Balanced Fund B Overview

On this page you'll find an in-depth profile of Foord Domestic Balanced Fund B. Learn about the key management, total assets, investment strategy and contact information of 0P000125T3 among other information.

Investment Strategy

The portfolio will be a specialist portfolio investing in a broad spectrum of South African securities, the allocation of which will be appropriate for South African retirement funds. The portfolio will comply, at all times, with the statutory investment limits set for retirement funds in South Africa to the extent allowed by the Act. The Manager, in selecting securities for the Portfolio will seek to procure optimum overall returns for unit holders, that is to say, steady growth of income and capital so that the latter is, as far as possible, maintained in real terms. The Portfolio shall comprise a mix of permissible South African securities with a medium to high equity weighting. The Manager will adhere to prevailing regulations when investing in financial instruments including listed and unlisted derivative securities. The Portfolio may include participatory interests or any other form of participation in portfolios of collective investment schemes.

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
Nicholas Balkin	Portfolio Manager	2018	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.
William Fraser	Portfolio Manager	2014	2022
Dave Foord	-	2014	2022
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.
Daryll Owen	-	2014	2021

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