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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 15 Jan 202614.93 -0.07%
Foord Global Equity Australian Feeder Fund 31 Dec 202523.72 -1.77%
Foord Asia ex-Japan Fund 15 Jan 202613.50 -0.15%
Foord International Fund 15 Jan 202661.93 +0.26%
Foord Global Equity Fund (Luxembourg) 15 Jan 202622.51 -0.62%
Foord Global Equity Fund (Singapore) 15 Jan 202628.27 -0.50%
Foord International Trust 15 Jan 202662.42 +0.26%
Investment Returns
GLOBAL FUNDS (USD)Since Inception %5 Years %3 Years %1 Year %
Foord International Fund 6.5 5.47.431.0
US Inflation2.5 4.42.92.3
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) 7.8 5.213.422.3
Benchmark11.5 11.220.722.3
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 6.4 5.47.431.0
US Inflation7.8 12.221.221.1
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) 6.4 4.612.721.9
Benchmark10.5 11.220.722.3
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 6.2 0.014.532.9
Benchmark5.1 0.016.232.3
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 11.9 0.013.413.3
Benchmark17.9 0.021.513.5
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 7.5 7.515.521.6
Benchmark9.8 9.815.821.8
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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