Foord International Fund
A USD-priced UCITS fund domiciled in Luxembourg, the Foord International Fund, a sub-fund of FOORD SICAV, provides exposure to a portfolio of listed securities on global exchanges— including equities, exchange traded funds, UCITS and other UCIs, convertible bonds, interest-bearing securities and warrants as well as cash deposits. The asset allocation policy is flexible, although over the long term an equity bias is maintained.
To achieve long-term inflation-beating US dollar returns over rolling five-year periods by way of investment in listed securities on global exchanges— including equities, exchange traded funds, UCITS and other UCIs, convertible bonds, interest-bearing securities and warrants as well as cash deposits. A flexible asset allocation policy is followed. The Investment Manager will allocate assets across these asset classes in a fully flexible manner in variable weightings as appropriate to achieve the investment objective.
The graph below shows the fund’s annualized returns and the US inflation rate over the rolling five year cycles and the real return over the same period. The graph demonstrates that the Fund has consistently delivered real returns of approximately 5% per annum in US dollars over rolling five year cycles
Historic Investment Returns
The Foord International Fund was launched on 2 April 2013 by a contribution in kind of the net assets of the Foord International Trust, a Guernsey collective investment scheme of the Foord Group, which was established in 1997. The returns from 10 March 1997 to 31 March 2013 are those of the Foord International Trust, as further set out in the Key Investor Information Document of the fund.
For more information on Foord’s capabilities or to enquire about Foord’s product range please contact:
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