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.
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.Download fact sheet Invest now
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.
R25,000 lump sum or R1000 monthly debit order