Breaking News
Get 60% Off 0
🤑 It doesn’t get more affordable. Grab this 60% OFF Black Friday offer before it disappears…
CLAIM SALE
Close

Foord Domestic Balanced Fund B (0P000125T3)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
15.073 +0.004    +0.03%
05:00:00 - Closed. Currency in ZAR
  • Morningstar Rating:
  • Total Assets: 119.45M
Type:  Fund
Market:  South Africa
Issuer:  Foord Unit Trusts
ISIN:  ZAE000186763 
Asset Class:  Equity
Foord Domestic Balanced Fund B 15.073 +0.004 +0.03%

0P000125T3 Overview

 
Find basic information about the Foord Domestic Balanced Fund B 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 0P000125T3 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: ZAE000186763)
Loading
Last Update:
  • 1 Day
  • 1 Week
  • 1 Month
  • 3 Months
  • 6 Months
  • 1 Year
  • 5 years
  • Max
Rating
1-Year Change12.77%
Prev. Close15.069
Risk Rating
TTM Yield4.92%
ROE13.59%
IssuerFoord Unit Trusts
TurnoverN/A
ROA5.56%
Inception DateJan 02, 2014
Total Assets119.45M
Expenses0.15%
Min. InvestmentN/A
Market Cap125.78B
CategoryZAR/NAD Aggressive Allocation
What is your sentiment on Foord Domestic Balanced Fund B?
or
Market is currently closed. Voting is open during market hours.

Performance

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1192 1107 1293 1580 1901 2270
Fund Return 19.16% 10.75% 29.29% 16.46% 13.71% 8.54%
Place in category 12 11 9 9 30 60
% in Category 2 2 2 2 5 28

Top Equity Funds by Foord Unit Trusts

  Name Rating Total Assets YTD% 3Y% 10Y%
  Foord Balanced Fund B1 24.73B 11.72 10.62 7.67
  Foord Balanced Fund B3 24.73B 11.69 10.86 7.94
  Foord Balanced Fund B4 24.73B 11.17 10.16 7.34
  Foord Balanced Fund B 24.73B 12.09 11.41 8.55
  Foord Balanced Fund B2 24.73B 11.86 10.80 7.85

Top Funds for ZAR/NAD Aggressive Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Allan Gray Balanced Fund C 200.03B 9.24 12.06 8.64
  Allan Gray Balanced Fund A 200.03B 8.46 10.90 8.56
  Allan Gray Balanced Fund X 200.03B 8.21 13.80 -
  Coronation Balanced Plus Fund P 121.87B 11.46 10.83 8.66
  Coronation Balanced Plus Fund D 121.87B 10.84 9.03 8.39

Top Holdings

Name ISIN Weight % Last Change %
South Africa (Republic of) 0.09% ZAG000107012 14.28 - -
  Prosus NL0013654783 9.63 38.05 +0.11%
South Africa (Republic of) 0% ZAG000137191 5.73 - -
South Africa (Republic of) 0% ZAG000125998 5.61 - -
Foord Income B ZAE000313565 4.73 - -

Technical Summary

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

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P000125T3 Comments

Write your thoughts about Foord Domestic Balanced Fund B
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email