Fund Prices
Most recent fund prices and investment returns.
Fund prices
| GLOBAL FUNDS (PRICES IN US DOLLARS) | Date | Price | %Change |
|---|---|---|---|
| Foord International Fund | 14 Jan 2022 | 49.53 | 0.00% |
| Foord Global Equity Fund (Luxembourg) | 14 Jan 2022 | 17.87 | -0.11% |
| Foord Global Equity Fund (Singapore) | 14 Jan 2022 | 21.97 | -0.14% |
| Foord International Trust | 14 Jan 2022 | 48.25 | 0.00% |
Investment Returns
| GLOBAL FUNDS (USD) | Since Inception % | 5 Years % | 3 Years % | 1 Year % |
|---|---|---|---|---|
| Foord International Fund | 6.6 | 6.4 | 9.1 | 3.2 |
| US Inflation | 2.3 | 2.8 | 3.3 | 6.5 |
| 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. |
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| GLOBAL FUNDS (USD) | Since Inception % | 5 Years % | 3 Years % | 1 Year % |
|---|---|---|---|---|
| Foord Global Equity Fund (Singapore) | 8.6 | 11.5 | 17.3 | 2.7 |
| Benchmark | 12.3 | 14.4 | 20.4 | 18.5 |
| 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 | 6.5 | 6.2 | 9.0 | 3.2 |
| US Inflation | 7.5 | 15.0 | 21.7 | 21.8 |
| 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) | 6.9 | 10.9 | 16.6 | 2.0 |
| Benchmark | 11.0 | 14.4 | 20.4 | 18.5 |
| 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
07 Jan 2022
Markets in a nutshell — December 2021
Global equities were buoyed by signs that the highly transmissible Omicron COVID-19 variant appears to be substantially less virulent than previous variants. Optimistic investors rotated back into more cyclical…
09 Dec 2021
Markets in a nutshell — November 2021
The new and potentially more transmissible Omicron COVID-19 variant latterly weighed on global equities, with the tech-heavy US bourses outperforming. European stocks underperformed on waning economic recovery…