All unit trusts
Foord Balanced B4
Managed by FoordBalanced Funds
- Price
- R94.32on 12 November 2026
- Yearly cost (TER)
- 1.42%before transaction costs
- Fund size
- R25.0bnas at 11 November 2026
- Risk profile
- Not published
Price over the past year
- 1 month
- +3.48%
- 3 months
- -0.60%
- 6 months
- -0.49%
- 1 year
- +2.13%
Price returns from the fund's daily prices, after fund costs; they exclude distributions. The factsheet has the full performance record.
What it aims to do
The fund aims to grow retirement fund savings by meaningful, inflation-beating margins over the long term. The fund is managed to comply with the prudential investment limits set for South African retirement funds (Regulation 28 to the Pension Funds Act).
What it costs
- Annual management fee
- 1.15%
- Performance fee
- 10.00%
- Total expense ratio (TER)
- 1.42%
- Transaction costs
- 0.10%
As at 11 November 2026. The TER is what the fund costs to run each year; with transaction costs, it makes up the total investment cost (TIC). The fund's factsheet has the latest figures.
Fund details
- Manager
- Foord
- Fund type
- Balanced Funds
- Benchmark
- The market value weighted average total return of the South African - Multi-Asset - High Equity unit trust sector, excluding Foord Balanced Fund.
- Income distribution
- Semi-annually
- Inception date
- Oct 1, 2024
- JSE code
- FOCB4
- ISIN
- ZAE000181046