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Foord Balanced Fund B4 (0P0000ZQYE)

Johannesburg

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79.897 +0.190 +0.24%

21/11 - Closed. Currency in ZAR

Morningstar Rating:
Total Assets: 24.78B

Type: Fund

Market: South Africa

Issuer: Foord Unit Trusts

ISIN: ZAE000181046

Asset Class: Equity

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0P0000ZQYE Overview

Find basic information about the Foord Balanced Fund B4 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 0P0000ZQYE MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: ZAE000181046)

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Technical Chart

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Rating

1-Year Change10.53%

Prev. Close79.708

Risk Rating

TTM Yield1.55%

ROE13.91%

IssuerFoord Unit Trusts

TurnoverN/A

ROA5.91%

Inception DateSep 02, 2013

Total Assets24.78B

Expenses1.43%

Min. Investment20,000

Market Cap359.16B

CategoryZAR/NAD Aggressive Allocation

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Market is currently closed. Voting is open during market hours.

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1112	1068	1170	1337	1650	2031
Fund Return	11.17%	6.84%	17%	10.16%	10.53%	7.34%
Place in category	406	183	467	331	232	129
% in Category	62	26	72	60	50	62

Top Equity Funds by Foord Unit Trusts

Name	Total Assets	YTD%	3Y%	10Y%
Foord Balanced Fund B1	24.78B	11.72	10.62	7.67
Foord Balanced Fund B3	24.78B	11.69	10.86	7.94
Foord Balanced Fund B	24.78B	12.09	11.41	8.55
Foord Balanced Fund B2	24.78B	11.86	10.80	7.85
Foord Balanced Fund A	24.78B	10.54	9.37	7.22

Top Funds for ZAR/NAD Aggressive Allocation Category

Name	Total Assets	YTD%	3Y%	10Y%
Allan Gray Balanced Fund C	199.04B	9.24	12.06	8.64
Allan Gray Balanced Fund A	199.04B	8.46	10.90	8.56
Allan Gray Balanced Fund X	199.04B	8.21	13.80	-
Coronation Balanced Plus Fund P	120.97B	11.46	10.83	8.66
Coronation Balanced Plus Fund A	120.97B	10.58	8.72	8.08

Top Holdings

Name	ISIN	Weight %	Last	Change %
Foord SICAV Foord International Fund B	LU0914416242	17.11	49.032	-0.05%
Foord Global Equity Class X	SGXZ22939185	12.68	-	-
Prosus	NL0013654783	7.84	37.96	-0.38%
Foord Global Equity (Lux) X Cap	LU0914416838	5.37	-	-
NewGold Debentures	ZAE000060067	3.59	45,256	+1.75%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Buy	Buy
Technical Indicators	BUY	Strong Buy	Strong Buy
Summary	Buy	Strong Buy	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Foord Balanced Fu.	79.897	+0.190	+0.24%