Personal Share Portfolios

The Aspirant Offshore Equity Portfolio is a concentrated version of the Anchor High Street Equity Portfolio. Due to the long-term view taken in constructing the portfolio, there will be periods where it may differ from the Anchor High Street Equity Portfolio. The portfolio is therefore an aggressive equity portfolio, tailored to the needs and risk profile of young professionals. The portfolio invests in global-listed businesses and is ideal for young investors looking to take on a higher degree of risk, in search of potentially high returns.Being a higher-risk investment, it is appropriate for clients with many years of earnings ahead of them and the ability to take on greater risk.

A minimum of 75% of the portfolio’s assets will be invested in domestic equities at all times. The portfolio is differentiated by being prepared to invest in “off the radar screen” shares and taking high-conviction positions when a potential winner is identified.

The objective of this portfolio is to create a balanced offshore investment mix, with a combination of equities, government bonds, corporate bonds, property, and cash. The equity portion will range between 50% to 75%, depending on the view of markets. The yield component aims to achieve 2%-4%, while adding some defensiveness to the portfolio mix. The benchmark is 60% MSCI World Index and 40% Bloomberg Barclays Global Aggregate Bond Index.

The Global High Street Equity Portfolio seeks to offer investors long-term capital growth through active stock selection within the global developed equity market. The focus is on quality companies with strong global franchises and long-term growth potential. The portfolio might, from time to time, take exchange traded fund (ETF) positions in high-conviction thematic ideas.