INVESTING THAT RESPONDS TO OUR EVER-CHANGING WORLD
We live in an era of exponential change. To be competitive and to remain relevant, businesses can no longer be passive observers of change. They need to embrace and actively manage the change around them. Anchor understands that change is constant. So, we put the individual first and we have organised our business to respond nimbly to the challenges and demands of an ever-changing world.
Assisting you and your clients
As a boutique asset manager, Anchor offers a nimble approach to investing. From unique structured solutions for your clients to a full suite of local and offshore investment products, we will partner with you to ensure that your clients receive the very best service and offering boutique asset managers have to offer.
Our CIS solutions (long-only and hedge) are available on all major platforms. We also provide a world-class selection of share portfolios, where we partner with you to ensure that your clients get the best service and investment solutions available.
More information on our funds
The fund aims to preserve capital whilst providing income returns.
PROFILE AND OBJECTIVE
- The aim of the fund is to preserve capital, whilst providing income returns higher than those offered by traditional money market portfolios.
- Investments to be acquired for the portfolio may include assets in liquid form, money market instruments, bonds, fixed deposits, floating rate instruments, and other interest earning instruments.
- The fund may invest in listed and/or unlisted financial instruments.
- Low-risk profile.
WHO SHOULD INVEST
- Investors with medium-term investment horizons.
The fund is a specialist, income-generating portfolio with the objective being to achieve a high level of sustainable income and stability of capital invested.
PROFILE AND OBJECTIVE
- A specialist income-generating portfolio.
- The objective is to achieve high-level sustainable income and stability of capital invested.
- The fund may invest in listed and/or unlisted financial instruments.
- Equity and property exposure may be as high as 10% and 25%, respectively, of its NAV.
- Low to medium-risk.
WHO SHOULD INVEST
- Individuals with medium-term investment horizons.
- Those who want exposure to Anchor’s capabilities in an appropriately blended and diversified solution for a consistent return profile.
This 2020 Raging Bull Award-winning fund’s objective is to provide long-term capital growth achieved through direct investment into the FSCA-approved, Ireland-domiciled Anchor Global Equity Fund.
PROFILE AND OBJECTIVE
- Long-term capital growth.
- Invests in a concentrated portfolio of high-quality, attractively valued, growing companies selected from both developed and emerging markets.
- High-risk.
WHO SHOULD INVEST
- Investors with long-term investment horizons.
A rand-denominated fund investing in the global technology sector.
PROFILE AND OBJECTIVE
- To maximise long-term total returns by investing in firms that create and benefit from advances in technology.
- Favours a diversified portfolio of high-quality, growth-focused global tech stocks.Rand denominated.
- Equity exposure to always exceed 80% of the portfolio’s NAV.
- At least 80% of its NAV to be invested outside SA.
- No more than 80% exposure to assets in a specific geographical region.
WHO SHOULD INVEST
- Individuals with a long-term view and an aggressive risk profile.
The Anchor BCI SA Equity Fund is a domestic general equity portfolio that aims to provide investors with high long-term capital growth.
PROFILE AND OBJECTIVE
- This is a domestic general equity portfolio that aims to provide investors with high long-term capital growth.
- The portfolio’s net equity exposure will be a minimum of 80% of the portfolio’s asset value and its investment universe consists of SA equity securities, preference shares, property shares and property related securities listed on exchanges, interest-bearing instruments as well as assets in liquid form.
- The portfolio may also invest in participatory interests and other forms of participation in portfolios of SA collective investment schemes.
- It may from time to time invest in listed and unlisted financial instruments to achieve the portfolio’s investment objective.
WHO SHOULD INVEST
- This portfolio is high-risk and suitable for investors with long-term investment horizons.
The fund aims to provide investors with a moderate to high long-term total return by way of a worldwide flexible portfolio actively investing across different asset classes.
PROFILE AND OBJECTIVE
- Moderate to high long-term total return.
- Rand-denominated fund with the flexibility to invest in equities, property, bonds and cash, both globally and in South Africa.
- Invests in companies with a durable competitive advantage that are under-appreciated by investors.
WHO SHOULD INVEST
- Investors with long-term investment horizons.
The 2020 Raging Bull Award-winning fund’s objective is to provide capital growth over the long term.
PROFILE AND OBJECTIVE
- Long-term capital growth.
- A concentrated portfolio of high-quality, growing companies that are attractively valued.
- Companies are selected from both developed and emerging markets.
- A higher risk profile.
WHO SHOULD INVEST
- Investors with long-term investment horizons.
The fund’s objective is to achieve maximum long-term returns with a diversification of risk.
PROFILE AND OBJECTIVE
- Long-term capital gains with a focus on capital preservation.
- Diversifies risk by investing in equities, fixed-income securities, cash, real estate investment trusts (REITs) and eligible commodity indices.
- Invests primarily in countries with the most significant contribution to global GDP.
- May use financial derivative instruments (incl. futures and options) for investment/ hedging purposes (but not to gain leverage).
- Can invest in other collective investment schemes and will make extensive use of ETFs.
- Moderate-risk profile.
WHO SHOULD INVEST
- Investors with long-term investment horizons.
Anchor offers a range of local and offshore equity portfolios and partners with financial advisors to offer these to your clients. Ranging from full equity to balanced mandates, we have share portfolio solutions to meet the individual needs of your clients. Available through both asset swap and foreign allowance, our solutions are accessible whether your clients are looking to invest rand or hard currency. We also offer a number of structuring solutions to ensure your clients’ assets are not exposed to unnecessarily punitive tax consequences.
> Download Anchor Equity Segregated Mandate Minimum Disclosure Document
> Download Anchor Global Balanced Portfolio (USD) Minimum Disclosure Document
> Download Anchor Global High Street Equity Portfolio Minimum Disclosure Document
> Download Anchor Equity Segregated Mandate Overview
> Download Anchor Global Balanced Portfolio (USD) Overview
> Download Anchor Global High Street Equity Portfolio Overview
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