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Fund Prices Global

Most recent fund prices and investment returns.

Fund prices
SA UNIT TRUSTS (unit prices in ZAR cents)DatePrice%Change
Foord Income Fund 12 Mar 20261052.69 +0.01%
Foord Flex Income Fund 12 Mar 20261071.49 -0.02%
Foord Bond Fund 12 Mar 20261214.21 -0.59%
Foord Flexible Fund of Funds 12 Mar 20265110.02 +0.75%
Foord International Feeder Fund 12 Mar 20267560.13 +0.88%
Foord Balanced Fund 12 Mar 20269465.14 +0.54%
Foord Conservative Fund 12 Mar 20261917.53 +0.38%
Foord Equity Fund 12 Mar 202613790.74 +0.78%
Foord Global Equity Feeder Fund 12 Mar 20262994.61 +0.80%
GLOBAL FUNDS (unit prices in US dollars)DatePrice%Change
Foord-Hassen Shariah Global Equity Fund 11 Mar 202614.31 -0.56%
Foord Global Equity Australian Feeder Fund 28 Feb 202622.23 -4.68%
Foord Asia ex-Japan Fund 11 Mar 202613.17 +0.84%
Foord International Fund 11 Mar 202664.80 +0.11%
Foord Global Equity Fund (Luxembourg) 11 Mar 202621.55 +0.05%
Foord Global Equity Fund (Singapore) 11 Mar 202627.05 +0.04%
Foord International Trust 11 Mar 202665.34 +0.11%
Investment Returns
GLOBAL FUNDS (USD)Since Inception %5 Years %3 Years %1 Year %
Foord International Fund 6.9 8.011.039.7
US Inflation2.5 4.42.72.1
Inception Date: 2 April 2013 | Objective: To achieve meaningful inflation-beating US dollar returns over a full investment cycle
Returns for periods exceeding 12 months are annualised percentages.
GLOBAL FUNDS (USD)Since Inception %5 Years %3 Years %1 Year %
Foord Global Equity Fund (Singapore) 7.7 4.111.514.7
Benchmark11.7 11.720.724.2
Inception Date: 1 June 2012 | Benchmark: MSCI All Country World Total Return Index
Returns for periods exceeding 12 months are annualised percentages.
GLOBAL FUNDS (USD)Since Inception %5 Years %3 Years %1 Year %
Foord International Trust 6.8 8.011.039.7
US Inflation7.9 12.520.621.3
Inception Date: 10 March 1997 | Objective: To achieve meaningful inflation-beating US dollar returns over a full investment cycle
Returns for periods exceeding 12 months are annualised percentages.
GLOBAL FUNDS (USD)Since Inception %5 Years %3 Years %1 Year %
Foord Global Equity Fund (Luxembourg) 6.3 3.410.813.9
Benchmark10.7 11.720.724.2
Inception Date: 2 April 2013 | Benchmark: MSCI All Country World Total Return Index
Returns for periods exceeding 12 months are annualised percentages.
GLOBAL FUNDS (USD)Since Inception %5 Years %3 Years %1 Year %
Foord Asia ex-Japan Fund 6.9 0.015.128.9
Benchmark8.1 0.021.248.8
Inception Date: 7 July 2021 | Objective: To achieve long-term capital growth for a diversified portfolio of listed Asian equities, excluding Japan
Returns for periods exceeding 12 months are annualised percentages.
GLOBAL FUNDS (USD)Since Inception %5 Years %3 Years %1 Year %
Foord Global Equity Australian Feeder Fund 9.3 0.08.9-0.5
Benchmark16.3 0.018.58.3
Inception Date: 11 August 2022 | Benchmark: MSCI All Country World Total Return Index.
Returns for periods exceeding 12 months are annualised percentages.
GLOBAL FUNDS (USD)Since Inception %5 Years %3 Years %1 Year %
Foord-Hassen Shariah Global Equity Fund 8.1 8.214.714.9
Benchmark11.3 11.118.133.3
Inception Date: 4 January 2021 | Benchmark: MSCI All Country World Islamic (USD) Net Total Return Index
Returns for periods exceeding 12 months are annualised percentages.

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