Founded in 1981, Foord Asset Management is an independent and owner-managed boutique built on the principles of investment stewardship. A multi-decade track record of successful investing evidences our capacity to consistently deliver superior investment returns for a range of investment strategies. Our value proposition focuses on safety-first and risk-cognisant investment management. We construct diversified investment portfolios based on rigorous fundamental research, high conviction ideas and an adaptable, value-driven investment policy. We embrace market volatility as opportunity, not risk. In partnership with Foord Asset Management Singapore, Foord is one of the few South African asset managers to offer a globally integrated investment management service with a range of South African, worldwide and global investment strategies catered to most investment needs and risk budgets for investors in South Africa and abroad
For short-term investment horizons and conservative risk appetites: Foord Income, Foord Flex Income and Foord Conservative Funds
For longer term savings needs in discretionary and retirement fund portfolios: Foord Balanced Fund and Foord Flexible Fund of Funds
For specialist South African-only strategies: Foord Equity and Foord Bond Funds
Globally: Foord International Fund for conservative investors and Foord Global Equity Fund for risk tolerant long-term investors
Fund Category
Regions and markets
FUNDS
Foord International Fund (USD)
Multi-Asset-Flexible
Global
Fact Sheet
Foord Income Fund
Interest Bearing Short Term
South Africa
Fact Sheet
Foord Global Equity Fund (USD)
Equity General
Global
Fact Sheet
Foord Flexible Fund
Multi-Asset Flexible
South Africa
Fact Sheet
Foord Flex Income Fund
Multi-Asset Income
South Africa
Fact Sheet
Foord Equity Fund
Equity General
South Africa
Fact Sheet
Foord Conservative Fund
Multi-Asset Medium Equity
South Africa
Fact Sheet
Foord Bond Fund
Interest Bearing Variable Term
South Africa
Fact Sheet
Foord Balanced Fund
Multi-Asset High Equity
South Africa
Fact Sheet
VIDEOS
Unpacking the implications and implementation of NHI
How Foord Is Positioned For A Shrinking JSE
Anglo American - Shaking Up The Global Resources Industry
Is All That Glitters Still Gold?
How Foord Constructs A Balanced South African Equity Portfolio During A Time of Low Economic Growth
Are Inflation-Linked Bonds An Under-Appreciated Asset Class?
Foord International Fund
Foord MIND OF THE MANAGER Webinar - July 2023
The demise of the dollar – What are the alternatives?
Mind of the Manager – May 2023
4 Economic Risks for 2023
SA Equities: Where We See the Best Opportunities
The US Banking Crisis – What this means for SA banking
The Fed vs the Market. Who Will be Proved Right in 2023?
M.I.C.E Update
Opportunities Across the Asset Classes
Challenges and Opportunities in a Low Growth Environment
Property — The Hybrid Asset That Triggers Strong Views
Inflation — The Long Road Back To 2%
Geopolitical Dynamics — The West Versus The Rest
Thematic Investing — Creating Opportunities For Forward Thinking Investors
Light On Resources - Why Foord Remains Underweight
The Energy Transition - Opportunities For Astute Investors
Why Foord Is Benchmark Agnostic
How ESG Is Changing The Investment Landscape
Why ESG Has Always Been Part Of The Investment Process At Foord
Artificial Intelligence - Opportunities, Hype Cycles and How Foord Finds Value
Artificial Intelligence - Opportunities, Hype Cycles and How Foord Finds Value
MEDIA
The threat of fiscal dominance in the US and implications for investors
Unmasking the Bond Vigilantes
5 Ways the World is Getting Better
Understanding the Yen carry trade and how it caused such a market fuss