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Foord Balanced Fund B3 (0P0000XRMA)

Johannesburg

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79.797 -0.380 -0.47%

07/01 - Delayed Data. Currency in ZAR

Morningstar Rating:
Total Assets: 24.44B

Type: Fund

Market: South Africa

Issuer: Foord Unit Trusts

ISIN: ZAE000164893

Asset Class: Equity

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0P0000XRMA Overview

Find basic information about the Foord Balanced Fund B3 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 0P0000XRMA MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: ZAE000164893)

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Technical Chart

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Rating

1-Year Change8.59%

Prev. Close80.172

Risk Rating

TTM Yield2.73%

ROE13.91%

IssuerFoord Unit Trusts

TurnoverN/A

ROA5.91%

Inception DateMar 01, 2012

Total Assets24.44B

Expenses0.78%

Min. Investment20,000

Market Cap359.16B

CategoryZAR/NAD Aggressive Allocation

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1108	1031	1128	1316	1644	2089
Fund Return	10.79%	3.09%	12.78%	9.6%	10.46%	7.64%
Place in category	537	417	541	256	224	99
% in Category	86	62	86	46	49	48

Top Equity Funds by Foord Unit Trusts

Name	Total Assets	YTD%	3Y%	10Y%
Foord Balanced Fund B	24.57B	11.27	10.14	8.25
Foord Balanced Fund B2	24.57B	10.95	9.52	7.55
Foord Balanced Fund A	24.57B	10.50	9.03	7.07
Foord Balanced Fund B1	24.57B	10.78	9.33	7.37
Foord Balanced Fund B4	24.57B	10.16	8.91	7.05

Top Funds for ZAR/NAD Aggressive Allocation Category

Name	Total Assets	YTD%	3Y%	10Y%
Allan Gray Balanced Fund C	199.7B	10.43	11.68	8.87
Allan Gray Balanced Fund X	199.7B	11.30	12.78	-
Allan Gray Balanced Fund A	199.7B	10.26	11.50	8.69
Coronation Balanced Plus Fund A	122.37B	14.72	9.97	8.35
Coronation Balanced Plus Fund D	122.37B	15.03	10.29	8.66

Top Holdings

Name	ISIN	Weight %	Last	Change %
Foord SICAV Foord International Fund B	LU0914416242	17.11	47.579	+0.38%
Foord Global Equity Class X	SGXZ22939185	12.68	-	-
Prosus	NL0013654783	7.84	34.60	-0.35%
Foord Global Equity (Lux) X Cap	LU0914416838	5.37	-	-
NewGold Debentures	ZAE000060067	3.59	46,250	+0.92%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Foord Balanced Fu.	79.797	-0.380	-0.47%