Foord Equity Fund

Fund Overview

Risk Profile

Low Medium High

Objective

The Foord Equity 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.

Investor Profile

  • Investors requiring long-term capital growth and who are able to withstand investment volatility in the short- to medium- term.

Offshore Exposure:

No

Inception Date:

1 September 2002

Fund Code:

FEQF

Fund Manager(s):

Dave Foord, Dane Schrauwen, Nicholas Balkin
Foord Asset Management

The Allan Gray-Orbis Global Equity Feeder Fund remains fully invested in global equities. The objective of the Fund is to outperform the FTSE World Index at no greater-than average risk of loss in its sector.