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PERSONAL SHARE PORTFOLIOS

A RANGE OF PERSONAL SHARE PORTFOLIOS, PROVIDING ACCESS TO BOTH LOCAL AND OFFSHORE MARKETS.

These portfolios cater to a variety of investor needs from high-growth equity mandates, to income providing, lower-risk mandates, as well as Balanced and regulation 28 compliant offerings.

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ANCHOR

ASPIRANT OFFSHORE

The Aspirant Offshore Equity Portfolio is a concentrated version of Anchor Capital’s 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 Capital 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.

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WHY SHOULD I INVEST?

Younger investors and those new to market looking for an offshore investment. Being a higher risk investment, it's appropriate for clients with many years of earnings ahead of them and the ability to take on greater risk.

RISK PROFILE:

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

MINIMUM INVESTMENT

R200 000

FEES:1.25%

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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GLOBAL HIGH

STREET EQUITY

A diversified global share portfolio with a focus on developed markets.
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REGULATION

28

Regulation 28 compliant share portfolio ideal for retirement focussed investments.
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GLOBAL

BALANCED

A balanced offshore portfolio, with a combination of equities, government bonds, corporate bonds, property and cash.
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GLOBAL DIVIDEND

YIELD EQUITY

Offers investors long-term capital growth together with attractive yield, through active stock selection within global equity markets.
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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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ANCHOR

ASPIRANT OFFSHORE

A global, aggressive equity portfolio, tailored to the needs and risk profile of young investors.
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YOUR NEEDS

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