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Investment Funds

Foord manages two distinct investment strategies designed to satisfy the investment requirements of most long-term investors. The conservative multi-asset strategy is available as a Luxembourg UCITS fund (the Foord International Fund) for institutional investors while retail investors access the fund via a zero-load Guernsey feeder structure (the Foord International Trust). Foord's global equity capability is available as a UCITS fund for European investors or as a Singapore collective investment scheme for Singapore resident investors.

Foord International Fund

Investment Objective
A USD-priced UCITS fund domiciled in Luxembourg, the fund aims to aims 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.

Investor Profile
Investors requiring a UCITS accredited fund with exposure to a balanced but conservatively managed portfolio of international securities, including equities, exchange traded funds, UCITS and other UCIs, convertible bonds, interest-bearing securities and warrants as well as cash deposits

Price at 22/05/2017 38.53 USD
Time Horizon Longer than 3 years
Minimum Subscription Amount US $10 000
Fund Manager Dave Foord Brian Arcese
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Foord International Trust

Investment Objective
A USD-priced fund domiciled in Guernsey, the Foord International Trust is a zero-load feeder fund of the Luxembourg-domiciled UCITS master fund, Foord International Fund.

Investor Profile
Investors requiring exposure to a balanced but conservatively managed portfolio of international securities, including equities, exchange traded funds, UCITS and other UCIs, convertible bonds, interest-bearing securities and warrants as well as cash deposits.

Price at 22/05/2017 38.13 USD
Time Horizon Longer than 3 years
Initial Investment Amount US $10 000
Subsequent Investment Amount US $1 000
Fund Manager Dave Foord Brian Arcese
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Foord Global Equity Fund

Investment Objective
A USD-priced fund domiciled in Singapore, the Foord Global Equity Fund aims to achieve optimum risk adjusted total return by investing primarily in a diversified portfolio of global securities.

Investor Profile
Investors who require long-term capital growth from a portfolio of global equities and who are able to withstand volatility in the short- to medium-term.

Price at 22/05/2017 14.71 USD
Time Horizon Longer than 3 years
Initial Subscription Amount US $10 000
Subsequent Subscription Amount US $10 000
Fund Manager Brian Arcese Nick Balkin Dave Foord Ishreth Hassen Guy Shirtliff
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Foord Global Equity Fund (Luxembourg)

Investment Objective
A USD-priced UCITS fund domiciled in Luxembourg, the fund aims to achieve optimum risk adjusted total return by investing primarily in a diversified portfolio of global equities.

Investor Profile
Institutional investors requiring a UCITS accredited fund managed to provide long-term capital growth from a portfolio of global equities.

Price at 22/05/2017 12.29 USD
Time Horizon Longer than 3 years
Minimum Subscription Amount US $10 000
Fund Manager Dave Foord
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