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Foord Equity Fund B (0P0000JZ1G)

Johannesburg

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113.679 +0.520 +0.46%

14/03 - Closed. Currency in ZAR

Type: Fund

Market: South Africa

Issuer: Foord Unit Trusts

ISIN: ZAE000125860

Asset Class: Equity

Morningstar Rating:
Total Assets: 4.3B

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Foord Equity Fund B Overview

On this page you'll find an in-depth profile of Foord Equity Fund B. Learn about the key management, total assets, investment strategy and contact information of 0P0000JZ1G among other information.

Investment Strategy

The fund aims to earn a higher total rate of return than that of the South African equity market, as represented by the return of the FTSE/JSE All Share Index including income, without assuming greater risk. Suitable for investors requiring long-term capital growth and who are able to withstand investment volatility in the short- to medium- term.

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	-	2021	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	-	2020	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	2010	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	2002	2022
Dave Foord	-	2017	2021
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
Dane Schrauwen	Portfolio Manager	2009	2016
Carolyn Levin	Portfolio Manager	2014	2014
Biography	Ms. Carolyn Levin, CFA,, is a Chief Executive Officer at Foord Asset Management (Pty) Limited. She joined the firm in May 2007. Previously, Ms. Levin was an Investment Analyst at Frater Asset Management from 2005 to 2007. She served in the financial institutions services team at Deloitte & Touche from 2000 to 2004. Ms. Levin is a C.F.A. charter holder and a Chartered Accountant. She has a Bachelor of Business Science degree in Finance.
Brian Davey	-	2010	2014
Dave Foord	-	2002	2011
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.

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