Fund Prices
Most recent fund prices and investment returns.
Fund prices
| GLOBAL FUNDS (PRICES IN US DOLLARS) | Date | Price | %Change |
|---|---|---|---|
| Foord International Fund | 29 Jul 2021 | 49.82 | +0.86% |
| Foord Global Equity Fund (Luxembourg) | 29 Jul 2021 | 18.72 | +1.76% |
| Foord Global Equity Fund (Singapore) | 29 Jul 2021 | 22.99 | +1.78% |
| Foord International Trust | 29 Jul 2021 | 48.53 | +0.87% |
Investment Returns
| GLOBAL FUNDS (USD) | Since Inception % | 5 Years % | 3 Years % | 1 Year % |
|---|---|---|---|---|
| Foord International Fund | 6.9 | 7.4 | 7.8 | 14.2 |
| US Inflation | 2.2 | 2.5 | 2.6 | 5.4 |
| 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) | 9.9 | 14.1 | 14.2 | 33.8 |
| Benchmark | 12.4 | 14.6 | 14.6 | 39.3 |
| 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 | 6.7 | 7.2 | 7.6 | 14.2 |
| US Inflation | 7.3 | 14.8 | 15.0 | 39.0 |
| 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) | 8.2 | 13.5 | 13.6 | 33.6 |
| Benchmark | 11.0 | 14.6 | 14.6 | 39.3 |
| 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
15 Jul 2021
Inflation is the enemy of long-term investors
Dave Foord touches on why governments need inflation.
15 Jul 2021
Five deflationary forces
Governments have avoid deflation because it is bad for those who are indebted. In this video Dave Foord discusses five global deflationary forces.