Foord International Trust

The Foord International Trust aims to achieve maximum returns with minimum risk from a portfolio of international equity and fixed interest investments. Specifically the aim is to produce a 10% to 15% annualized return over time in US$, thereby expecting to outperform world equity indices

Key stats

Management firm  FOORD ASSET MANAGEMENT
Domicile  Guernsey
Global Branding Name  Foord Asset Management
Fund currency  USD
Launch Date  1997-03-10
ISIN  GB00B00P7M53
Fund Strategy  USD Moderate Allocation
Benchmark  MSCI World NR EUR
Fund Structure  Unit Trust
UCITS 3 compliant  no

Performance/Volatility

Return Date  2011-09-30
Return - 1 Month  -8.10%
Return - 2 Months  -10.24 %
Return - 3 Months  -10.21%
Return - 6 Months  -8.69 %
Return - 9 months  -6.59 %
Return - 12 Months  -1.03%
Annualized return 24 months  3.84 %
Annualized return 36 months  3.69 %
Annualized return 48 months  0.40 %
Annualized return 60 months  3.78 %
Return 120 months  7.56 %
Annualized return since Inception  6.75%
Return YTD  -6.59%

Ratings

Morning Star Rating Date   2011-09-30
Morning Star Rating - 36 Months  fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating
Morning Star Rating - 60 Months  fund has a 5 star rating fund has a 5 star rating fund has a 5 star rating fund has a 5 star rating fund has a 5 star rating
Morning Star Rating - 120 Months  fund has a 5 star rating fund has a 5 star rating fund has a 5 star rating fund has a 5 star rating fund has a 5 star rating
Morning Star Rating - Overall  fund has a 5 star rating fund has a 5 star rating fund has a 5 star rating fund has a 5 star rating fund has a 5 star rating

Charges

Initial  0.00 %
Minimum Investment  $10,000
Maximum Managment Charge  1.50 %
Exit charge  0.00 %
Performance Fee  0.00 %

Contact

Contact Address  PO Box 48
Contact Address 2  PO Box 48 17 Court St Peter Port
Contact country  Guernsey
Fund Admin Group  FOORD ASSET MANAGEMENT
Phone  44-1481-723-021

Price

Last Price Date  2014-04-14
Pre-tax nav  34.27
Pre-tax offer  0.00
Pre-tax bid  0.00
Pre-tax mid  0.00
Post-tax nav  0.00
Post-tax offer  0.00
Post-tax bid  0.00
Price change  $0.10
Price change (percentage)  0.31 %
Guaranteed NAV  0.00000
Close Price  0.00

Funds Disclaimer

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Ratings Disclaimer

© 2010 - 2011 Morningstar UK Limited. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
For fund additions and/or data corrections please contact dataquestions@morningstar.com

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