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Foord Conservative Fund
Overview of Foord Conservative Fund
The fund aims to grow retirement savings by inflation-beating returns over the medium term from a conservative, but actively managed, multi-asset class portfolio. The fund is appropriate for conservative investors in retirement products that are subject to prudential limits who are close to, or typically in, retirement and whose investment horizon does not exceed five years.
Fund performance
Source: Profile Data
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Suitable for investors who...
Seek lower levels of investment volatility and risk of short-term loss than those provided by a less conservative balanced fund.
Benchmark
CPI +4% per annum
Strategy of Foord Conservative Fund
Given the Foord Conservative Fund's maximum 60% equity investment restriction, the fund is appropriate for conservative investors who are close to, or typically in, retirement and whose time horizon does not exceed five years.
Fund Managers
Dave Foord
Nick Balkin
Other funds from Foord
Next Webinar
Tax Optimisation for Investors
Speakers → Nick Brummer & Stuart Dyer
11 Jun 25 11:00