Foord SICAV Foord International Fund CIRegister to Unlock Ratings |
Performance History | 31/07/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
![]() | Fund | 3.5 | 3.8 | 14.4 | -9.6 | -0.1 |
![]() | +/-Cat | -0.5 | -5.1 | 16.8 | -13.9 | -5.3 |
![]() | +/-B’mrk | - | -4.8 | 16.9 | -17.0 | -6.4 |
Category: USD Flexible Allocation | ||||||
Category Benchmark: Morningstar EAA USD Mod Tgt... |
Key Stats | ||
NAV 13/08/2024 | USD 46.58 | |
Day Change | -0.06% | |
Morningstar Category™ | USD Flexible Allocation | |
ISIN | LU0914416325 | |
Fund Size (Mil) 08/11/2022 | USD 1383.43 | |
Share Class Size (Mil) 13/08/2024 | USD 0.63 | |
Max Initial Charge | - | |
Ongoing Charge 07/02/2022 | 1.35% |
Investment Objective: Foord SICAV Foord International Fund CI |
The Investment Manager aims to achieve meaningful inflation-beating US dollar returns over rolling five-year periods. The Sub-Fund is actively managed; the Investment Manager actively decides on the portfolio’s asset selection, regional allocation, sector views and overall level of exposure to the market in order to take advantage of investment opportunities. The Sub-Fund is not managed in reference to a benchmark. It is a conservatively managed portfolio of global equities, warrants, exchange traded funds, UCITS and Other UCIs, interest-bearing securities and cash instruments reflecting the Investment Managers prevailing best investment view. This also includes investments in China AShares through the Shanghai Hong Kong Stock Connect. The use of benchmark in the fact sheet or marketing materials (if any) is for performance comparison only. |
Returns | |||||||||||||
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Management | ||
Manager Name Start Date | ||
Brian Arcese 31/01/2016 | ||
Dave Foord 02/04/2013 | ||
Click here to see others | ||
Inception Date 02/04/2013 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
MSCI Daily TR Net World USD | Morningstar EAA USD Mod Tgt Alloc NR USD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Foord SICAV Foord International Fund CI | 30/06/2024 |
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