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Back
Stable Fund
Stable Fund
The unit trust portfolio is suitable for conservative investors requiring a high level of capital protection, with the potential for capital growth and who do not wish to make complex asset allocation decisions between equities, cash and bonds, both locally and offshore. Diversification across all asset classes and a maximum equity exposure of 40% helps to reduce risk and volatility relative to an average prudential portfolio.
Risk Profile
Low medium
Minimum Investment
Lump Sum
R10 000
Debit Order
R250
Recommended minimum period
3 years
ASISA Sector
(ASISA) South African MA Low Equity
Inception date
01 November 2007
Benchmark
SA Inflation + 4%
Fund managers
Foord Asset Management
Foord is a privately owned, independent asset management company with offices in South Africa and Singapore. Their investment philosophy and associated process focuses on the preservation of capital and the understanding and management of risk. They have developed a track record of producing consistent, inflation-beating long-term returns using a combination of sound asset allocation and stock selection.
Foord Asset Management was founded in 1981 and has one of the longest track records in South Africa. They have managed the Nedgroup Investments Stable Fund since its inception in 2007.
Foord places significant emphasis on the integration of ESG factors into their investment decisions, which is further supported by the degree to which it engages with investee companies. Foord’s broad participation in the responsible investing space is supported by an annual Stewardship Report and extensive CSI initiatives.
Meet the portfolio managers
Dave Foord
After completing his articles, Dave joined Old Mutual as an investment analyst and thereafter joined National Mutual of Australasia in the role of Investment Manager. He founded Foord Asset Management in 1981. In the three decades under Dave’s leadership, Foord has grown into a leading independent investment boutique in South Africa with an unrivalled investment track record. Dave holds a B.Com degree and is a Chartered Accountant.
Performance
Past performance is not indicative of future performance and does not predict future returns.
- Return
- SA Inflation + 4%
- Cash
- Inflation
Annual fees and charges
Investment charges
| Excluding VAT | Including VAT | ||
|---|---|---|---|
| Fund management fee | 1.35% | 1.55% | + |
| Fund Expenses | 0.41% | ||
| Total Expense Ratio | 1.96% | + | |
| Fund Transacting Costs | 0.02% | ||
| Total investment charges | 1.98% | ||
Price
Market change
Fund price
| Date | Fund price | Market change | Unit count |
|---|
Income Distribution
Cents per unit
Latest date
Frequency
Responsible Investing
Our responsibility towards our clients’ assets forms the foundation of our investment philosophy and approach.
Learn more about our investment strategy
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