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Foord Balanced Fund B1 (0P0000XRM6)

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79.456 +0.060    +0.08%
06:00:00 - Closed. Currency in ZAR
Type:  Fund
Market:  South Africa
ISIN:  ZAE000164828 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 24.71B
Foord Balanced Fund B1 79.456 +0.060 +0.08%

0P0000XRM6 Overview

 
Find basic information about the Foord Balanced Fund B1 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 0P0000XRM6 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change13.58%
Prev. Close79.396
Risk Rating
TTM Yield1.78%
ROE13.91%
IssuerN/A
TurnoverN/A
ROA5.91%
Inception DateJan 03, 2012
Total Assets24.71B
Expenses1.01%
Min. Investment20,000
Market Cap359.16B
CategoryZAR/NAD Aggressive Allocation
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Foord Balanced Fund B1 Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1117 1070 1176 1353 1672 2094
Fund Return 11.72% 7.01% 17.65% 10.62% 10.82% 7.67%
Place in category 343 162 439 269 202 110
% in Category 53 24 67 49 43 53

Top Equity Funds by Foord Unit Trusts

  Name Rating Total Assets YTD% 3Y% 10Y%
  Foord Balanced Fund B 24.71B 12.09 11.41 8.55
  Foord Balanced Fund B2 24.71B 11.86 10.80 7.85
  Foord Balanced Fund A 24.71B 11.49 10.31 7.37
  Foord Balanced Fund B3 24.71B 11.69 10.86 7.94
  Foord Balanced Fund B4 24.71B 11.17 10.16 7.34

Top Funds for ZAR/NAD Aggressive Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Allan Gray Balanced Fund C 196.91B 9.24 12.06 8.64
  Allan Gray Balanced Fund A 196.91B 9.10 11.87 8.45
  Allan Gray Balanced Fund X 196.91B 8.21 13.80 -
  Coronation Balanced Plus Fund A 118.42B 11.07 10.32 8.17
  Coronation Balanced Plus Fund P 118.42B 11.46 10.83 8.66

Top Holdings

Name ISIN Weight % Last Change %
  Foord SICAV Foord International Fund B LU0914416242 17.11 50.703 -1.09%
Foord Global Equity Class X SGXZ22939185 12.68 - -
  Prosus NL0013654783 7.84 39.01 -0.81%
Foord Global Equity (Lux) X Cap LU0914416838 5.37 - -
  NewGold Debentures ZAE000060067 3.59 44,675 +0.04%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Sell Buy Strong Buy
Technical Indicators Strong Sell Strong Buy Strong Buy
Summary Strong Sell Strong Buy Strong Buy
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