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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 05 Dec 20251050.82 +0.11%
Foord Flex Income Fund 05 Dec 20251070.47 +0.06%
Foord Bond Fund 05 Dec 20251198.72 +0.26%
Foord Flexible Fund of Funds 05 Dec 20254978.31 +0.02%
Foord International Feeder Fund 05 Dec 20257060.44 -0.18%
Foord Balanced Fund 05 Dec 20259237.43 +0.17%
Foord Conservative Fund 05 Dec 20251876.63 +0.11%
Foord Equity Fund 05 Dec 202513055.81 +0.72%
Foord Global Equity Feeder Fund 05 Dec 20253130.31 -0.20%
GLOBAL FUNDS (unit prices in US dollars)DatePrice%Change
Foord-Hassen Shariah Global Equity Fund 04 Dec 202514.29 +0.56%
Foord Global Equity Australian Feeder Fund 31 Oct 202524.30 -0.66%
Foord Asia ex-Japan Fund 04 Dec 202513.27 +0.15%
Foord International Fund 04 Dec 202559.25 +0.20%
Foord Global Equity Fund (Luxembourg) 04 Dec 202522.01 +0.14%
Foord Global Equity Fund (Singapore) 04 Dec 202527.61 +0.14%
Foord International Trust 04 Dec 202559.70 +0.20%
Investment Returns
GLOBAL FUNDS (USD)Since Inception %5 Years %3 Years %1 Year %
Foord International Fund 6.5 6.17.625.2
US Inflation2.5 4.52.82.5
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) 7.8 6.313.218.6
Benchmark11.4 12.018.618.2
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 6.4 6.17.625.2
US Inflation7.8 12.919.117.0
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) 6.4 5.712.518.3
Benchmark10.5 12.018.618.2
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 6.7 0.016.134.4
Benchmark4.6 0.015.129.0
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 -100.0 0.0-100.0-100.0
Benchmark18.7 0.020.017.5
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 7.2 0.015.017.6
Benchmark9.6 0.013.616.1
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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