BACK TO ALL FUND MANAGERS

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 Balanced Fund

Multi-Asset High Equity

South Africa

Fact Sheet

Foord Bond Fund

Interest Bearing Variable Term

South Africa

Fact Sheet

Foord Conservative Fund

Multi-Asset Medium Equity

South Africa

Fact Sheet

Foord Equity Fund

Equity General

South Africa

Fact Sheet

Foord Flex Income Fund

Multi-Asset Income

South Africa

Fact Sheet

Foord Flexible Fund

Multi-Asset Flexible

South Africa

Fact Sheet

Foord Global Equity Fund (USD)

Equity General

Global

Fact Sheet

Foord Income Fund

Interest Bearing Short Term

South Africa

Fact Sheet

Foord International Fund (USD)

Multi-Asset-Flexible

Global

Fact Sheet

PRESENTATIONS

Foord

Download

VIDEOS

IF2025 | Foord Asset Management
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
The demise of the dollar – What are the alternatives?
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

SIX THEMES SHAPING THE 2020's
Unmasking the Bond Vigilantes
The threat of fiscal dominance in the US and implications for investors
5 Ways the World is Getting Better
Understanding the Yen carry trade and how it caused such a market fuss

PODCASTS

Markets in a Nutshell
January 13, 2025
Sectors, Stocks and Insights – The Evolving SA Equity Landscape
October 28, 2024
What’s Shaping Global Economies and Markets?
September 26, 2024