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- Anchor Multi-Managed
- Diversified
Multi-Managed Solution
ANCHOR OFFERS A RANGE OF MULTI-MANAGED FUNDS, BLENDING LARGE MANAGERS WITH BOUTIQUE MANAGERS AND ACTIVE STRATEGIES WITH PASSIVE INVESTMENT INSTRUMENTS.
Managers are selected based on industry leading quantitative analysis, supplemented by qualitative reviews. We are able to blend complimentary managers into solutions that provide the relevant portfolio's return target, ensuring risk diversification without sacrificing returns in the process. The multi-management investment team operates autonomously and completely separate from the Anchor Asset Management team and has a fourteen year team track record. Apart from our portfolio solutions we also offer multi-managed solutions tailored to individual client needs for asset consultants and retirement funds that have sufficient assets to make a completely tailored solution practically possible.
ANCHOR BCI DIVERSIFIED GROWTH FUND
The fund is a multi-managed portfolio, with a moderate to aggressive risk profile and aims to provide investors with a high long-term total return.
ANCHOR BCIDIVERSIFIED GROWTH FUND
The portfolio will be managed in compliance with prudential investment guidelines for retirement funds in South Africa to the extent allowed for by the Act. The portfolio’s equity exposure is limited to a maximum of 75% of the portfolio’s net asset value. In order to achieve its objective, those investments normally to be included in the portfolio may comprise a combination of assets in liquid form, money market instruments, interest-bearing securities, bonds, debentures, corporate debt, equity securities, other interest-bearing securities, property securities, preference shares, convertible equities, and non-equity securities. The portfolio may, from time to time, invest in listed and unlisted financial instruments. The manager may also include forward currency, interest rate, and exchange rate swap transactions for efficient portfolio management purposes. This fund is appropriate for clients who want exposure to Anchor’s capabilities in a solution that is appropriately blended and diversified with other offerings to ensure a more consistent return profile.
INVEST NOW
WHY SHOULD I INVEST?
RISK PROFILE
- LOW
- LOW-MOD
- MOD
- MOD-HIGH
- HIGH
MINIMUM INVESTMENT
None
FEES
1.44% p.a. (incl. VAT)
ANCHOR BCI DIVERSIFIED MODERATE FUND
A multi-managed fund with a moderate risk profile that aims to provide investors with a moderate long-term total return.
ANCHOR BCIDIVERSIFIED MODERATE FUND
The portfolio will be managed in compliance with prudential investment guidelines for retirement funds in South Africa to the extent allowed for by the Act. The portfolio’s equity exposure is limited to a maximum of 60% of the portfolio’s net asset value. In order to achieve its objective, the investments normally to be included in the portfolio may comprise a combination of assets in liquid form, money-market instruments, interest-bearing securities, bonds, debentures, corporate debt, equity securities, other interest-bearing securities, property securities, preference shares, convertible equities, and non-equity securities. The portfolio may, from time to time, invest in listed and unlisted financial instruments. The manager may also include forward currency, interest rate and exchange rate swap transactions for efficient portfolio management purposes. This fund is appropriate for clients who want exposure to Anchor’s capabilities in a solution that is appropriately blended and diversified with other offerings to ensure a more consistent return profile.
INVEST NOW
WHY SHOULD I INVEST?
RISK PROFILE
- LOW
- LOW-MOD
- MOD
- MOD-HIGH
- HIGH
MINIMUM INVESTMENT
None
FEES
1.32% p.a. (incl. VAT)
ANCHOR BCI DIVERSIFIED STABLE FUND
A multi-managed, cautious risk profile portfolio with the objective being to provide investors with a high level of income and capital stability.
ANCHOR BCIDIVERSIFIED STABLE FUND
The portfolio will be managed in compliance with prudential investment guidelines for retirement funds in South Africa to the extent allowed for by the Act. To provide a limited level of capital protection, the portfolio’s equity may be as high as 40% of the portfolio’s net asset value. In order to achieve its objective, the investments normally to be included in the portfolio may comprise a combination of assets in liquid form, money-market instruments, interest-bearing securities, bonds, debentures, corporate debt, equity securities, other interest-bearing securities, property securities, preference shares, convertible equities and non-equity securities. The portfolio may, from time to time, invest in listed and unlisted financial instruments. The manager may also include forward currency, interest rate, and exchange rate swap transactions for efficient portfolio management purposes. This fund is appropriate for clients who want exposure to Anchor’s capabilities in a solution that is appropriately blended and diversified with other offerings to ensure a more consistent return profile.
INVEST NOW
WHY SHOULD I INVEST?
RISK PROFILE
- LOW
- LOW-MOD
- MOD
- MOD-HIGH
- HIGH
MINIMUM INVESTMENT
None
FEES
1.15% p.a. (incl. VAT)
INVESTING IN YOUR NEEDS
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