Foord Compass
Investment Services in Cape Town
www.foordcompass.co.za
Address
. Pinelands. Cape Town. Western Cape. 7450Are you the owner or manager of this company?
What you should know about Foord Compass
Managing our investors' wealth in the same way we manage our own. Any information provided is not intended nor does it constitute financial, tax, legal, investment, or other type of advice, and the suitability or potential value of any information or particular investment source is not guaranteed. In calculating the current value of your investment, we have applied the long-term returns of the Foord International Trust. Past performance is no guarantee of future performance. The annualised return is the effective annual percentage return achieved over the term of the investment. Results for an investment term of less than one year should be treated with caution. Investment Objective To achieve a net-of-fee return of 5% per annum above the annual change in the South African CPI, measured over rolling three-year periods. Investor Profile Investors with a moderate risk profile who require long-term inflation-beating total returns from a dynamically managed multi-asset class portfolio. Foord was founded on the belief in the stewardship of investments. Stewardship is the careful and responsible management of an interest entrusted to the steward’s care and keeping. It is the act of caring for but also improving that interest over time. But not all investment management is investment stewardship. Stewardship adds to mere investment management a heightened sense of responsibility and caring devotion that we strive to exercise in the stewardship of our investors’ wealth. At Foord, we recognise the responsibility of care and the duty of service we owe to our investors. We know there is a symbiosis between the investors’ interests and our own as the steward: manage their wealth well and the steward also benefits. And our success is a direct result of their success.
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