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Foord Balanced Fund B2 (0P0000XRM9)

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74.034 +0.220    +0.30%
22/04 - Delayed Data. Currency in ZAR ( Disclaimer )
Type:  Fund
Market:  South Africa
Issuer:  Foord Unit Trusts
ISIN:  ZAE000164901 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 24.13B
Foord Balanced Fund B2 74.034 +0.220 +0.30%

Foord Balanced Fund B2 Overview

 
Find basic information about the Foord Balanced Fund B2 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 0P0000XRM9 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: ZAE000164901)
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Rating
1-Year Change1.55%
Prev. Close73.81
Risk Rating
TTM Yield1.89%
ROE14.76%
IssuerFoord Unit Trusts
TurnoverN/A
ROA6.51%
Inception DateJan 03, 2012
Total Assets24.13B
Expenses0.80%
Min. Investment20,000
Market Cap408.2B
CategoryZAR/NAD Aggressive Allocation
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Performance

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Condition

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1012 1012 1053 1303 1550 2027
Fund Return 1.16% 1.16% 5.29% 9.23% 9.17% 7.32%
Place in category 428 428 551 221 166 92
% in Category 71 71 94 43 38 47

Top Equity Funds by Foord Unit Trusts

  Name Rating Total Assets YTD% 3Y% 10Y%
  Foord Balanced Fund C 25.3B 6.51 5.28 8.41
  Foord Balanced Fund B4 24.13B 11.26 9.53 6.98
  Foord Balanced Fund B 24.13B 1.22 9.79 8.04
  Foord Balanced Fund A 24.13B 1.05 8.74 6.84
  Foord Balanced Fund B1 24.13B 1.12 9.04 7.14

Top Funds for ZAR/NAD Aggressive Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Allan Gray Balanced Fund A 186.56B 1.69 11.06 8.33
  Allan Gray Balanced Fund C 186.56B -0.07 11.22 8.48
  Allan Gray Balanced Fund X 186.56B 12.10 14.88 -
  Coronation Balanced Plus Fund D 110.49B 3.05 9.29 8.24
  Coronation Balanced Plus Fund A 110.49B 2.98 8.98 7.93

Top Holdings

Name ISIN Weight % Last Change %
  Foord SICAV Foord International Fund B LU0914416242 18.20 47.682 -0.10%
Foord Global Equity Class X SGXZ22939185 13.33 - -
  Prosus NL0013654783 6.33 30.99 +3.84%
Foord Global Equity (Lux) X Cap LU0914416838 5.80 - -
  Aspen Pharmacare Holdings ZAE000066692 4.71 21,065 -2.80%

Technical Summary

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