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Foord Balanced Fund B4 (0P0000ZQYE)

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66.030 -0.050    -0.07%
30/11 - Delayed Data. Currency in ZAR ( Disclaimer )
Type:  Fund
Market:  South Africa
Issuer:  Foord Unit Trusts
ISIN:  ZAE000181046 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 25.68B
Foord Balanced Fund B4 66.030 -0.050 -0.07%
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Rating
1-Year Change11.4%
Prev. Close66.076
Risk Rating
TTM Yield1.88%
ROE8.67%
IssuerFoord Unit Trusts
TurnoverN/A
ROA3.16%
Inception DateSep 02, 2013
Total Assets25.68B
Expenses1.44%
Min. Investment20,000
Market Cap250.08B
CategoryZAR/NAD Aggressive Allocation
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Performance

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Condition

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Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1046 999 1075 1096 1239 -
Fund Return 4.57% -0.05% 7.5% 3.11% 4.38% -
Place in category 68 479 55 148 139 -
% in Category 15 87 13 36 42 -

Top Equity Funds by Foord Unit Trusts

  Name Rating Total Assets YTD% 3Y% 10Y%
  Foord Balanced Fund B1 25.68B 5.69 4.60 -
  Foord Balanced Fund B3 25.68B 6.08 4.95 -
  Foord Balanced Fund A 25.68B 3.01 5.78 9.45
  Foord Balanced Fund B 25.68B 12.73 10.67 10.74
  Foord Balanced Fund B2 25.68B 12.46 9.80 -

Top Funds for ZAR/NAD Aggressive Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Allan Gray Balanced Fund A 152.04B 16.81 7.92 9.78
  Allan Gray Balanced Fund C 152.04B 16.97 8.10 9.93
  Allan Gray Balanced Fund B 144.56B -1.14 6.92 9.25
  Allan Gray Balanced Fund X 152.04B -2.17 2.13 -
  Coronation Balanced Plus Fund A 99.53B 17.75 11.90 10.78

Top Holdings

Name ISIN Weight % Last Change %
  Foord SICAV Foord International Fund B LU0914416242 14.52 47.544 -1.14%
Foord Global Equity Class X SGXZ22939185 12.70 - -
Republic of South Africa 0.11% ZAG000016320 12.01 - -
Foord Global Equity (Lux) X Cap LU0914416838 8.35 - -
  NewGold Debentures ZAE000060067 4.81 26,450 -1.69%

Technical Summary

Type 5 Min 15 Min Hourly Daily Monthly
Moving Averages Buy Buy Buy Buy Buy
Technical Indicators Sell Sell Sell Sell Strong Buy
Summary Neutral Neutral Neutral Neutral Strong Buy
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