Fund Prices
Most recent fund prices and investment returns.
Fund prices
| GLOBAL FUNDS (PRICES IN US DOLLARS) | Date | Price | %Change |
|---|---|---|---|
| Foord International Fund | 27 May 2020 | 41.39 | -0.14% |
| Foord Global Equity Fund (Luxembourg) | 27 May 2020 | 13.63 | +0.22% |
| Foord Global Equity Fund (Singapore) | 27 May 2020 | 16.70 | +0.24% |
| Foord International Trust | 27 May 2020 | 41.12 | -0.15% |
Investment Returns
| GLOBAL FUNDS (USD) | Since Inception % | 5 Years % | 3 Years % | 1 Year % |
|---|---|---|---|---|
| Foord International Fund | 6.3 | 2.5 | 3.0 | 3.8 |
| US Inflation | 2.1 | 1.6 | 1.6 | 0.4 |
| 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. |
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| GLOBAL FUNDS (USD) | Since Inception % | 5 Years % | 3 Years % | 1 Year % |
|---|---|---|---|---|
| Foord Global Equity Fund (Singapore) | 6.1 | 3.2 | 3.5 | 0.2 |
| Benchmark | 8.6 | 4.4 | 4.5 | -5.0 |
| Inception Date: 1 June 2012 | Benchmark: MSCI All Country World Total Return Index
Returns for periods exceeding 12 months are annualised percentages. |
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| GLOBAL FUNDS (USD) | Since Inception % | 5 Years % | 3 Years % | 1 Year % |
|---|---|---|---|---|
| Foord International Trust | 6.3 | 2.4 | 3.1 | 3.9 |
| US Inflation | 5.8 | 4.9 | 5.0 | -4.0 |
| 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. |
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| GLOBAL FUNDS (USD) | Since Inception % | 5 Years % | 3 Years % | 1 Year % |
|---|---|---|---|---|
| Foord Global Equity Fund (Luxembourg) | 3.8 | 2.5 | 2.7 | -0.7 |
| Benchmark | 6.6 | 4.4 | 4.5 | -5.0 |
| Inception Date: 2 April 2013 | Benchmark: MSCI All Country World Total Return Index
Returns for periods exceeding 12 months are annualised percentages. |
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Insights
08 May 2020
Stretched businesses unlikely to survive COVID-19 without government aid
The Asset spoke with Singapore-based Brian Arcese, portfolio manager at Foord Asset Management to get his outlook and insights into investing in global equities in the current climate.
09 Apr 2020
THE PIN THAT POPPED THE BUBBLE
Global equity markets delivered the best calendar-year return of the decade in 2019. Many markets were at or near all-time highs. In this podcast, Nick Curtin talks to Foord Singapore portfolio manager Brian Arcese…