Foord Unit Trusts (RF) (Pty) Ltd

Mutual Fund Western Cape, South Africa ·Founded 1981

Overview

Foord Unit Trusts (RF) (Pty) Ltd is a South African-based investment management company offering a variety of unit trust funds. The company provides a suite of actively managed, tax-efficient unit trusts designed to satisfy the investment needs of long-term investors. Their offerings include income funds, multi-asset funds, and specialist funds, each tailored to different investment objectives and risk profiles. Foord Unit Trusts (RF) (Pty) Ltd is regulated by the Financial Sector Conduct Authority and operates under the Collective Investment Schemes Control Act. The company emphasizes investment stewardship and aims to deliver superior investment returns across market cycles. The custodian/trustee of Foord Unit Trusts is RMB Custody and Trustee Services, a division of FirstRand Bank Limited. Investors can access their accounts and manage investments through the secure Investor Online portal. Foord Unit Trusts (RF) (Pty) Ltd is committed to providing transparent and comprehensive information to investors, including detailed fact sheets and quarterly reports for each fund. The company also offers educational resources to promote financial literacy among investors. For more information or to invest, visit their official website or contact them directly via email or phone. Please note that investing in unit trusts involves risks, and past performance is not necessarily indicative of future results. It's advisable to consult with a financial advisor before making investment decisions.

Investment Focus

  • Investments can be made via lump sum or monthly debit order
  • Available through select platforms

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Frequently asked questions about Foord Unit Trusts (RF) (Pty) Ltd

What sectors does Foord Unit Trusts (RF) (Pty) Ltd invest in?

Foord Unit Trusts (RF) (Pty) Ltd invests in Financial Services, and is based in Western Cape, South Africa. Foord Unit Trusts (RF) (Pty) Ltd is listed as a mutual fund in the ConnectSafely investor database.

What stage does Foord Unit Trusts (RF) (Pty) Ltd invest at?

Foord Unit Trusts (RF) (Pty) Ltd backs companies at Growth and Late Stage, writing cheques of 1K - 1M.

Which regions does Foord Unit Trusts (RF) (Pty) Ltd invest in?

Foord Unit Trusts (RF) (Pty) Ltd invests across South Africa.

Last updated · Source: ConnectSafely investor database