Foord International Trust
For conservative, absolute-return investors
(SOFT CLOSED: FOR EXISTING INVESTORS ONLY)
INVESTMENT OBJECTIVE
The fund aims to achieve long-term inflation-beating US$ returns over rolling five-year periods through investing exclusively in Class B shares of Foord SICAV-Foord International Fund (the "Master Fund")
The Master Fund is a conservatively managed portfolio of global investments reflecting Foord's prevailing best investment view.
FOR INVESTORS
- With a moderate to high risk profile
- Seeking preservation of capital and safe investment growth.
REGISTERED COUNTRIES
Guernsey, Singapore, South Africa.
| Year | Fund Return % | MSCI World Return % | US Inflation % |
|---|---|---|---|
| 1997 (from 10/Mar) | 9.1 | 13.1 | 1.3 |
| 1998 | 13.9 | 24.3 | 1.6 |
| 1999 | -11.7 | 24.9 | 2.7 |
| 2000 | 23.7 | -13.2 | 3.4 |
| 2001 | -4.0 | -16.8 | 1.6 |
| 2002 | 3.2 | -19.9 | 2.5 |
| 2003 | 21.1 | 33.1 | 2.0 |
| 2004 | 13.0 | 14.7 | 3.3 |
| 2005 | 5.8 | 9.5 | 3.3 |
| 2006 | 18.4 | 20.1 | 2.5 |
| 2007 | 12.7 | 9.0 | 4.1 |
| 2008 | -18.4 | -40.7 | 0.0 |
| 2009 | 18.8 | 30.0 | 2.8 |
| 2010 | 10.2 | 11.8 | 1.4 |
| 2011 | -1.1 | -5.5 | 3.0 |
| 2012 | 11.2 | 15.8 | 1.8 |
| 2013 | 14.3 | 26.7 | 1.5 |
| 2014 | -2.1 | 4.9 | 0.7 |
| 2015 | 1.8 | -0.9 | 0.7 |
| 2016 | 1.1 | 7.5 | 2.2 |
| 2017 | 15.5 | 22.4 | 2.0 |
| 2018 | -9.6 | -8.7 | 1.9 |
| 2019 | 17.0 | 27.7 | 2.3 |
| 2020 | 7.1 | 15.9 | 1.3 |
| 2021 | 3.2 | 21.8 | 7.0 |
| 2022 | 2.0 | -18.1 | 6.4 |
| 2023 | -3.8 | 23.8 | 3.6 |
| 2024 | -1.7 | 18.7 | 2.9 |
| 2025 | 31.0 | 21.1 | 2.6 |
| 2026 (to 31/Oct) | 5.8 | 10.9 | 3.1 |
The use of MSCI benchmark is for performance comparison only
| Objective | To achieve meaningful inflation-beating US dollar returns over a full investment cycle. |
| Time horizon | Longer than five years. |
| Inception date | 10 March 1997 |
| Initial investment amount | US$10,000 or equivalent |
| Subsequent subscription amount | US$1,000 or equivalant |
| Significant restrictions | The portfolio may only invest in cash and Master Fund. The Master Fund complies with UCITS regulations. |
| Income distributions | A roll-up fund with income being reinvested in the portfolio. |
| Income characteristics | Zero income yield as it does not distribute income. |
| Portfolio orientation | Fully invested in the Foord International Fund, a sub-fund of Foord SICAV, domiciled in Luxembourg. |
| Risk considerations | The fund is priced in US dollars. Among others, investment value is subject to foreign exchange risk, market risk and interest rate risk, and credit risk of the issuers. |
| Risk of loss | Moderate to high in periods shorter than five years. Subject to market volatility, lower in longer term. |
| Security description | Asset class | Country of Listing | Portfolio weight % |
|---|---|---|---|
| SSE PLC | Equity | GB | 6.2 |
| APR Corp/Korea | Equity | KR | 5.4 |
| ETFS Physical Gold | Commodity | GB | 5.2 |
| Wheaton Precious Metals | Equity | US | 4.0 |
| Wharf REIT | Property | HK | 3.9 |
No initial fees and redemption fees are levied. A fixed annual fee of 1.00% is levied in the Master Fund.
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