Compare unit trusts
Choose up to four unit trusts, or tick them in the finder.
How they compare
| Measure | Foord Balanced B4 |
|---|---|
| Manager | Foord |
| Fund type | Balanced Funds |
| Risk profile | – |
| Total expense ratio (TER) | 1.42% |
| Annual management fee | 1.15% |
| Performance fee | 10.00% |
| Fund size | R25.0bn |
| Return, 1 month | +3.48% |
| Return, 3 months | -0.60% |
| Return, 6 months | -0.49% |
| Return, 1 year | +2.13% |
| Accounts | TFSA |
| Income distribution | Semi-annually |
| Benchmark | The market value weighted average total return of the South African - Multi-Asset - High Equity unit trust sector, excluding Foord Balanced Fund. |
Price returns to each fund's latest daily price, after fund costs and excluding distributions; n/a means our price feed doesn't have the prices for that period. Costs and fund sizes as at 11 November 2026. A dash means it wasn't published. Select a fund's name to read its objective and to buy it on EasyEquities.