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Foord Balanced Fund A (0P0000IR19)

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79.721 +0.520    +0.65%
20/11 - Delayed Data. Currency in ZAR
Type:  Fund
Market:  South Africa
ISIN:  ZAE000042172 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 24.73B
Foord Balanced Fund A 79.721 +0.520 +0.65%

0P0000IR19 Overview

 
Find basic information about the Foord Balanced Fund A mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0000IR19 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change11.3%
Prev. Close79.206
Risk Rating
TTM Yield2.41%
ROE13.91%
IssuerN/A
TurnoverN/A
ROA5.91%
Inception DateAug 30, 2002
Total Assets24.73B
Expenses1.30%
Min. Investment50,000
Market Cap359.16B
CategoryZAR/NAD Aggressive Allocation
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Foord Balanced Fund A Analysis


Performance

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Condition

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1105 1042 1184 1308 1595 2008
Fund Return 10.54% 4.2% 18.45% 9.37% 9.78% 7.22%
Place in category 429 133 522 293 246 135
% in Category 68 20 83 53 54 66

Top Equity Funds by Foord Unit Trusts

  Name Rating Total Assets YTD% 3Y% 10Y%
  Foord Balanced Fund B1 24.73B 11.72 10.62 7.67
  Foord Balanced Fund B3 24.73B 11.69 10.86 7.94
  Foord Balanced Fund B4 24.73B 11.17 10.16 7.34
  Foord Balanced Fund B 24.73B 12.09 11.41 8.55
  Foord Balanced Fund B2 24.73B 11.86 10.80 7.85

Top Funds for ZAR/NAD Aggressive Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Allan Gray Balanced Fund C 199.43B 9.24 12.06 8.64
  Allan Gray Balanced Fund A 199.43B 8.46 10.90 8.56
  Allan Gray Balanced Fund X 199.43B 8.21 13.80 -
  Coronation Balanced Plus Fund P 121.16B 11.46 10.83 8.66
  Coronation Balanced Plus Fund A 121.16B 10.58 8.72 8.08

Top Holdings

Name ISIN Weight % Last Change %
  Foord SICAV Foord International Fund B LU0914416242 17.11 49.032 -0.05%
Foord Global Equity Class X SGXZ22939185 12.68 - -
  Prosus NL0013654783 7.84 38.15 +0.58%
Foord Global Equity (Lux) X Cap LU0914416838 5.37 - -
  NewGold Debentures ZAE000060067 3.59 44,645 +0.38%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Neutral BUY Strong Buy
Summary Neutral Buy Strong Buy
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