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FOORD Unit Trusts: 4 Year Anniversary






  Foord Unit Trusts’ range of unit trust portfolios has just turned 4 years old. Foord launched its flagship Foord Equity Fund and Foord Balanced Fund portfolios on 1 September 2002. The objective was to allow retail investors access to the successful investment management team of Foord Asset Management. Foord Asset Management’s performance record over twenty years consistently places it at the top of all recognised performance surveys. The Foord Unit Trust Funds are continuing this success story. Both funds are well above their benchmarks over their four-year histories. More recently, Foord introduced the Foord International Feeder Fund. This fund invests directly in the Foord International Trust (“FIT”). FIT is a sector leading global flexible fund, priced in US$ and domiciled in the well-regulated Channel Islands. FIT’s investment objective it to earn an annualised 10% per annum (in US$), thereby out-performing world equity indices.

Paul Cluer, a director of Foord Unit Trusts, believes Foord’s unit trust offering is unique in the industry:
  • the company charges no initial fees and no exit fees
  • it does not remunerate intermediaries from clients’ investment balances
  • the fund range is focused so as not to confuse investors
  • investors interact with a dedicated service consultant
  • service fees are performance related, which is fair to investors.
Foord purposefully keeps the fund range focused. While many competitors offer a myriad of options to investors, Foord’s philosophy is always to act in the best interests of its investment clients. This means keeping the number of investment products offered to a minimum. Unit trust investors wishing to diversify across asset classes should not attempt to make asset allocation decisions themselves by split funding across numerous funds. They should preferably invest in the Foord Balanced Fund, where skilled portfolio managers make tactical asset allocation decisions that add, rather than destroy, investment value.
Paul notes that the funds have grown significantly in size. Total assets managed across the focused range have just topped R1.1 billion. The funds, which can no longer be regarded as “small,” are attracting attention among both retail investors and fund of fund managers.

More information on the unit trust funds can be obtained from our websites and  
Source: Paul Cluer, FOORD Unit Trust Limited
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