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Stable Fund

Investment manager

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. 

Risk profile

Low risk High risk
The greater the amount of risk an investor is willing to take on the greater the potential return

Minimum investment

Lump sum: R10 000 Debit order: R250

Recommended minimum period

3 years

Inception date

01 November 2007

Asisa category

(ASISA) South African MA Low Equity


SA Inflation + 4%

Performance (since inception)

Past performance is not indicative of future performance and does not predict future returns.

Annual fees and charges eac Fees calculator

excl VAT incl VAT
Fund management fee 1.35% 1.55%
Fund expenses 0.38%
Total expense ratio 1.93%
Fund transacting costs 0.02%
Total investment charges 1.95%

Price as at eac View all prices

Fund price Market change Unit count
232.03 -0.09% -

Income distribution

Cents per unit Latest date Frequency
2.81 29 December 2023 Semi-annually

Responsible investing

Responsible investing icon

Our responsibility towards our clients’ assets forms the foundation of our investment philosophy and approach.

Read more Responsible Investing Link