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Fund Prices

Most recent fund prices and investment returns.

Fund prices
GLOBAL FUNDS (PRICES IN US DOLLARS, UNLESS OTHERWISE STATED)DatePrice%Change
Foord-Hassen Shariah Global Equity Fund 05 Feb 202614.75 -1.42%
Foord Global Equity Australian Feeder Fund 31 Dec 202523.72 -1.77%
Foord Asia ex-Japan Fund 05 Feb 202613.52 +0.07%
Foord International Fund 05 Feb 202663.56 -0.71%
Foord Global Equity Fund (Luxembourg) 05 Feb 202621.83 -1.24%
Foord Global Equity Fund (Singapore) 05 Feb 202627.40 -1.28%
Foord International Trust 05 Feb 202664.07 -0.72%
Investment Returns
GLOBAL FUNDS (USD)Since Inception %5 Years %3 Years %1 Year %
Foord International Fund 6.8 7.08.237.6
US Inflation2.5 4.52.82.2
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) 7.9 5.510.818.9
Benchmark11.6 11.919.021.9
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 6.7 7.08.337.6
US Inflation7.9 12.919.319.6
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) 6.6 4.810.018.2
Benchmark10.7 11.919.021.9
Inception Date: 2 April 2013 | 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 Asia ex-Japan Fund 7.4 0.012.838.1
Benchmark6.9 0.016.242.1
Inception Date: 7 July 2021 | Objective: To achieve long-term capital growth for a diversified portfolio of listed Asian equities, excluding Japan
Returns for periods exceeding 12 months are annualised percentages.
GLOBAL FUNDS (USD)Since Inception %5 Years %3 Years %1 Year %
Foord Global Equity Australian Feeder Fund -100.0 0.0-100.0-100.0
Benchmark17.0 0.019.68.8
Inception Date: 11 August 2022 | 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-Hassen Shariah Global Equity Fund 8.5 8.813.320.1
Benchmark10.6 10.715.424.7
Inception Date: 4 January 2021 | Benchmark: MSCI All Country World Islamic (USD) Net Total Return Index
Returns for periods exceeding 12 months are annualised percentages.

*Note: Foord Global Equity Australian Feeder Fund in Australian Dollars (AUD)

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