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Hedge Funds

THERE IS MORE THAN ONE DEFINITION OF A HEDGE FUND, AND THEREFORE INVESTORS HAVE VARYING PERCEPTIONS OF THE RISK AND REWARD THEY WILL EXPERIENCE IN A HEDGE FUND.

At Anchor we inherently believe in the role a hedge fund can play in diversifying the returns available from other South African assets, as part of an overall asset allocation. Depending on the risk appetite of the client the mandate of the hedge fund can be specifically structured.

ANCHOR SYSTEMATIC FR QI HEDGE FUND

Aims to achieve high returns relative to its benchmark, with an acceptance of higher volatility compared to traditional conservative investments.
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ANCHOR SYSTEMATICFR QI HEDGE FUND

The Anchor Systematic FR QI Hedge Fund operates by trading a blended portfolio of uncorrelated systematic strategies to deliver consistent, risk-adjusted performance over the long term. The fund is designed to dynamically adjust its asset allocations based on systematic signals, thereby potentially leading to concentrated positions in sectors or securities where trends are strong. Capital allocation is balanced across positions, with dynamic sizing that adjusts based on market conditions and portfolio performance.

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WHY SHOULD I INVEST?

The fund is suitable for investors with a long term investment horizon.

RISK PROFILE

  • LOW
  • LOW-MOD
  • MOD
  • MOD-HIGH
  • HIGH

MINIMUM INVESTMENT

R1,000,000

FEES

2.15% p.a. (incl. VAT)

ANCHOR ACCELERATOR FR HEDGE FUND

The fund is suitable for investors with a long-term investment horizon seeking exposure to primarily local assets.
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ANCHOR ACCELERATORFR HEDGE FUND

The investment goal of the Anchor Accelerator FR Retail Hedge Fund (the fund) is to generate absolute returns in excess of an agreed benchmark of STeFI. The fund will consist of exposure to various local and international financial instruments, primarily equities and, at times, derivatives, fixed income, and unlisted instruments. The fund has a moderate risk profile, often with directional market exposure and may have a high concentration in gearing. The fund is suitable for sophisticated investors who have a long-term investment horizon.

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WHY SHOULD I INVEST?

The fund is suitable for investors with a long term investment horizon.

RISK PROFILE

  • LOW
  • LOW-MOD
  • MOD
  • MOD-HIGH
  • HIGH

MINIMUM INVESTMENT

R50,000

FEES

1.98% p.a. (incl. VAT)

ANCHOR STABLE FR RETAIL HEDGE FUND

The fund is suitable for investors with a long-term investment horizon seeking exposure to primarily local assets.
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ANCHOR STABLEFR RETAIL HEDGE FUND

The Anchor Stable FR Retail Hedge Fund (the fund) is a rand-denominated South African long/short equity hedge fund. The primary objective of the fund is to provide a stable return, with as little volatility as possible. The portfolio has a strong focus on capital preservation, targeting an absolute return in excess of cash.

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INVEST NOW

WHY SHOULD I INVEST?

The fund is suitable for investors with a long-term investment horizon seeking exposure primarily to local assets.

RISK PROFILE

  • LOW
  • LOW-MOD
  • MOD
  • MOD-HIGH
  • HIGH

MINIMUM INVESTMENT

R50,000

FEES

1.75% p.a. (incl. VAT)

INVESTING IN YOUR NEEDS

Submit your details and we’ll give you a call back to assist and advise you on your investment.

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WEBINAR | The Navigator – Anchor’s Strategy and Asset Allocation, 2Q24

Anchor CEO and Co-CIO Peter Armitage will host the webinar, provide an introduction to current global and local market conditions and give his thoughts on offshore equities. Together with Head of Fixed Income and Co-CIO Nolan Wapenaar, Pete will also discuss Anchor’s strategy and asset allocation for 2Q24, focusing on global equities and bonds. In addition, Fund Manager Liam Hechter will provide insights into local equities, highlighting some investment ideas; Global Equities Analyst James Bennet will discuss Ferrari and give an update on Tesla, and finally, Analyst Thomas Hendricks will participate in a Q&A with Peter, explaining the 10-year US Treasury to attendees.