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UNIT TRUST

Anchor Capital has a range of collective investment schemes (“CIS” or “unit trusts”) to meet client needs across asset classes and risk spectrums, from cash plus mandates domestically to global equity.

The key advantage of CIS funds is tax efficiency and the ability to contribute relatively small sums on an ongoing or ad hoc basis, while still gaining access to a professional investment service.

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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

Worldwide Flexible Fund

A rand-denominated unit trust that invests in offshore assets, providing diversification away from South Africa.
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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 BCI

SA Equity Fund

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

Property Fund

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

Global Equity Fund

Dollar-denominated offshore unit trust investing in companies selected from developed and emerging markets.
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Anchor Sanlam

Global Stable

Dollar-denominated unit trust investing across global equities, bonds and property.
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Anchor BCI

Global Equity Feeder Fund

Rand access to an offshore unit trust investing in companies selected from developed and emerging markets.
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Anchor BCI

Global Stable Feeder

Rand access to an offshore unit trust investing across global equities, bonds and property.
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Anchor BCI ACPI

Global Balanced Feeder Fund

Rand access to the US dollar denominated ACPI Balanced Fund.
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YOUR NEEDS

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