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LOCAL SOLUTIONS

Unit trusts are great vehicles for investors - large and small - to gain access to growth assets in a cost effective manner.

As a long term savings vehicle, they are especially well-suited to investors who wish to contribute regular monthly amounts to their investment via a debit order for ease of administration. Anchor Capital has multiple unit trust offerings available to investors of varying risk tolerance, all with highly competitive fee structures.

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Anchor BCI

Equity Fund

This is a general equity fund which will be at least 80% invested in equities at all times. Per mandate, it has the ability to invest up to 25% in offshore equities. The fund’s investment style focusses on bottom-up stock selection with a preference for quality companies that are not overvalued, rather than mediocre businesses that can be acquired very cheaply. We also pay particular attention to where a business is operating in its business cycle when selecting stocks, as well as structurally improving businesses. Key attributes we look for are consistency of earnings, free cash flow conversion, returns on incremental capital employed and the inherent scalability of the business model.

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WHY SHOULD I INVEST?

This fund is suitable for investors seeking to maximise long term capital growth, rather than short term income, as their primary goal. These investors should have a long-term time horizon (>3 years), with a tolerance for higher short-term volatility than money market or fixed income funds, in pursuit of this goal. Investors should be prepared to accept capital losses in the short term as being an inherent risk of investing in equities.

RISK PROFILE:

  • LOW
  • LOW
    -MED
  • MED
  • MED
    -HIGH
  • HIGH

MINIMUM INVESTMENT

R25,000 lump sum or R1000 monthly debit order

FEES:1.00% plus VAT annual management fee

Anchor BCI

Equity Fund

A rand-denominated unit trust investing in local and global shares.
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Anchor BCI

Managed Fund (Reg 28)

A unit trust that is Regulation 28 compliant and offers an investment in a balanced portfolio.
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Anchor BCI

Property Fund

Unit trust providing exposure to South African property stocks.
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Anchor BCI

Africa Flexible Income Fund

An income focussed unit trust invseting primarily in US Dollar denominated bonds issued by African Sovereigns.
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Anchor BCI
Bond Fund

A low-to-moderate risk unit trust portfolio offering exposure to bonds for diversification purposes.
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Anchor BCI

Flexible Income Fund

An income focussed unit trust invseting primarily in US Dollar denominated bonds issued by African Sovereigns.
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Anchor

Aspirant Local

A local, aggressive equity portfolio, tailored to the needs and risk profile of young investors.
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Growing

Yield

Share portfolio prioritising yield over capital growth.
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Segregated

Equity

Share portfolio targeting long-term capital growth through active stock selection within the South African equity market.
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Regulation

28

Regulation 28 compliant share portfolio ideal for retirement focussed investments.
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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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