Fund Prices
Most recent fund prices and investment returns.
Fund prices
| GLOBAL FUNDS (PRICES IN US DOLLARS) | Date | Price | %Change |
|---|---|---|---|
| Foord International Fund | 13 Apr 2021 | 48.90 | +0.08% |
| Foord Global Equity Fund (Luxembourg) | 13 Apr 2021 | 18.67 | +0.05% |
| Foord Global Equity Fund (Singapore) | 13 Apr 2021 | 22.89 | +0.04% |
| Foord International Trust | 13 Apr 2021 | 47.63 | +0.08% |
Investment Returns
| GLOBAL FUNDS (USD) | Since Inception % | 5 Years % | 3 Years % | 1 Year % |
|---|---|---|---|---|
| Foord International Fund | 6.8 | 6.5 | 6.5 | 20.8 |
| US Inflation | 2.1 | 2.0 | 1.8 | 2.0 |
| 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) | 9.6 | 12.8 | 12.7 | 60.7 |
| Benchmark | 11.8 | 13.2 | 12.1 | 54.6 |
| 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 | 6.6 | 6.3 | 6.2 | 20.8 |
| US Inflation | 7.1 | 13.4 | 12.8 | 54.0 |
| 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) | 7.9 | 12.2 | 12.1 | 60.4 |
| Benchmark | 10.3 | 13.2 | 12.1 | 54.6 |
| Inception Date: 2 April 2013 | Benchmark: MSCI All Country World Total Return Index
Returns for periods exceeding 12 months are annualised percentages. |
||||
Insights
14 Apr 2021
Markets in a nutshell — March 2021
Global equities rose in March on expectations for accelerating global growth following vaccine rollouts, further stimulus measures and ongoing accommodative monetary policy. Developed market equities outperformed…
12 Apr 2021
Finding Inflation-beating Returns
Portfolio manager Brian Arcese, reflects on the anniversary of the pandemic-driven sell-off and how investors can find inflation-beating opportunities in the markets.