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GLOBAL INVESTMENT SOLUTIONS

ANCHOR'S RANGE OF UNIT TRUSTS OFFERING EXPOSURE TO OFFSHORE MARKETS.

ANCHOR ASPIRANT OFFSHORE EQUITY PORTFOLIO

A global, aggressive equity portfolio, tailored to the needs and risk profile of young investors looking to invest offshore.
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ANCHOR ASPIRANTOFFSHORE EQUITY PORTFOLIO

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.

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WHY SHOULD I INVEST?

The objective of the portfolio is to maximise total returns (predominantly via capital growth) for investors over the long term. The portfolio takes a long-term view and aims to outperform the MSCI World Index over a rolling two-year period. Short-term volatility is to be expected and the portfolio is therefore suitable for investors with a time horizon of at least 5 years. The portfolio is constructed from bottom-up, fundamental research with an investment philosophy that favours quality stocks with superior returns on capital, cashflows, and pricing power.

RISK PROFILE

  • LOW
  • LOW-MOD
  • MOD
  • MOD-HIGH
  • HIGH

MINIMUM INVESTMENT

R200,000.00

FEES

1.25% p.a. (excl. VAT)

ANCHOR BCI AFRICA FLEXIBLE INCOME FUND

The fund’s objective is to maximise income for investors by investing in hard-currency African interest-bearing securities.
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ANCHOR BCI AFRICAFLEXIBLE INCOME FUND

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, bonds, debentures, convertible securities, cash deposits, corporate debt, listed property, preference shares, non-equity securities, equity securities and any other securities which are considered consistent with the portfolio’s primary objective and the inclusion of which the Act my allow from time to time. The portfolio may also, 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. The maximum effective equity exposure (including international equity) will be 10% and a maximum effective property exposure (including international property) of 25%. The portfolio’s African exposure, excluding South Africa, will always exceed 80% of the portfolio’s asset value.

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WHY SHOULD I INVEST?

This portfolio is attractive for clients looking for a low risk utilisation of their Regulation-28 African offshore allowance. The portfolio is also attractive for those clients looking to achieve a high return from their offshore fixed income investments.

RISK PROFILE

  • LOW
  • LOW-MOD
  • MOD
  • MOD-HIGH
  • HIGH

MINIMUM INVESTMENT

None

FEES

0.81% p.a. (incl. VAT)

ANCHOR BCI GLOBAL EQUITY FEEDER FUND

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.
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ANCHOR BCI GLOBALEQUITY FEEDER FUND

We aim to achieve this objective by investing in a concentrated portfolio of high-quality, growing companies that are attractively valued. These companies are selected from both developed and emerging markets.

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WHY SHOULD I INVEST?

This portfolio has a higher exposure to equities than any other risk-profiled portfolio and therefore tends to carry higher volatility due to high exposure to equity markets. Expected potential long-term returns are high, but the risk of potential capital losses is high as well, especially over shorter periods. This Fund is suitable for long-term investors (we recommend investors in the fund have a five-year investment horizon, at a minimum), seeking offshore equity exposure in a local rand unit trust, and who have long-term investment horizons.

RISK PROFILE

  • LOW
  • LOW-MOD
  • MOD
  • MOD-HIGH
  • HIGH

MINIMUM INVESTMENT

None

FEES

0.29% p.a. (incl. VAT)

ANCHOR BCI GLOBAL FLEXIBLE INCOME FUND (B CLASS)

The fund aims to achieve a higher return than US dollar term bank deposits.

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ANCHOR BCI GLOBALFLEXIBLE INCOME FUND (B CLASS)

The Anchor BCI Global Flexible Income Fund is a global flexible income portfolio with the objective of achieving a higher return than US dollar fixed-term bank deposits. Investments to be acquired for the portfolio may include equity securities, property securities, property related securities, interest-bearing securities and instruments, non-equity securities, money market instruments, preference shares, and assets in liquid form. The portfolio may also invest in participatory interests and other forms of participation in portfolios of collective investment schemes, registered in South Africa (SA) and other similar schemes operated in territories with a regulatory environment which is, to the satisfaction of the manager and trustee, of a sufficient standard to provide investor protection at least equivalent to that in SA and which is consistent with the portfolio’s primary objective. The portfolio’s maximum equity exposure will be limited to 10% of its net asset value. The portfolio may, from time to time, invest in listed and unlisted financial instruments, to achieve its investment objective. The manager may only include forward currency, interest rate, and exchange rate swap transactions for efficient portfolio management purposes.

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WHY SHOULD I INVEST?

The fund is suitable for those investors seeking offshore exposure in US dollars and moderate risk and returns. It holds exposure to bonds, which have credit and interest rate risks. We consider the risk to be less than that of an equity portfolio.

RISK PROFILE

  • LOW
  • LOW-MOD
  • MOD
  • MOD-HIGH
  • HIGH

MINIMUM INVESTMENT

None

FEES

0.75% p.a. (incl. VAT)

ANCHOR BCI GLOBAL TECHNOLOGY FUND

A rand-denominated fund investing in the global technology sector.
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ANCHOR BCI GLOBALTECHNOLOGY FUND

The portfolio may invest in global and local equity securities, property shares, property related securities listed on exchanges, and assets in liquid form, preference shares, debentures, debenture bonds, money market instruments, and assets in liquid form. The manager may include the following unlisted financial instruments: forward currency, interest rate and exchange rate swap transactions for efficient portfolio management purposes. The portfolio‘s equity exposure will always exceed 80% of its net asset value, and at least 80% of net asset value will be invested outside of South Africa, with no more than 80% exposure to assets of a specific geographical region. The fund aims to maximise the long-term return for investors by way of a global equity portfolio actively investing in companies that create and benefit from advances in technology.

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WHY SHOULD I INVEST?

The portfolio is suitable for investors with an aggressive risk profile. It hashigher exposure to equities than any other risk-profiled portfolio and therefore tends to carry higher volatility due to higher exposure to equity markets. Expected potential long-term returns are high, but the risk of potential capital losses is high as well, especially over shorter periods. It is suitable for long-term investment horizons.

RISK PROFILE

  • LOW
  • LOW-MOD
  • MOD
  • MOD-HIGH
  • HIGH

MINIMUM INVESTMENT

None

FEES

Total fund size R175mn: 1.38%; >R325mn:1.27% (incl. VAT).

ANCHOR BCI WORDWIDE FLEXIBLE FUND

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.
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ANCHOR BCIWORLDWIDE FLEXIBLE FUND

The portfolio is a rand-denominated worldwide fund that has the flexibility to invest in equities, bonds, property, and cash both globally and in South Africa.The heart of our investment philosophy is investing in companies with a durable competitive advantage that are underappreciated by investors and, consequently, trade for less than they are worth. They have enduring qualities and a history of attractive returns on capital. Ideally, they are led by highly talented management teams. 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.

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WHY SHOULD I INVEST?

This portfolio holds more equity exposure than a medium-risk portfolio but less than a high-risk portfolio. In turn, the expected volatility is higher than a medium-risk portfolio, but less than a high-risk portfolio. The probability of losses is higher than that of a medium-risk portfolio, but less than a high-risk portfolio and the expected potential long-term investment returns could therefore be higher than a medium-risk portfolio. The portfolio is exposed to equity as well as default and interest rate risks. It is suitable for medium- to long-term investment horizons.

RISK PROFILE

  • LOW
  • LOW-MOD
  • MOD
  • MOD-HIGH
  • HIGH

MINIMUM INVESTMENT

None

FEES

1.15% p.a. (incl. VAT)

ANCHOR BCI WORLDWIDE OPPORTUNITIES FUND

The fund aims to identify local and global investment opportunities (with a bias towards the domestic equity market) and in doing so deliver long-term capital growth.
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ANCHOR BCIWORLDWIDE OPPORTUNITIES FUND

The Anchor BCI Worldwide Opportunities Fund focuses on individual stock selection from a bottom-up approach, rather than a top-down investment process. The portfolio’s total equity exposure will always exceed 30% of the portfolio’s net asset value, with the maximum offshore exposure as per regulatory limits. The portfolio’s investment universe consists of local and global equity securities, preference shares, property shares, and property related securities listed on exchanges, non-equity securities, 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 collective investment schemes, or other similar schemes, operated in territories with a regulatory environment which is to the satisfaction of the manager and trustee of a sufficient standard to provide investor protection at least equivalent to that in South Africa and which is consistent with the portfolio’s primary objective. The portfolio may, from time to time, invest in listed and unlisted financial instruments, to achieve the portfolio’s investment objective.

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WHY SHOULD I INVEST?

The Anchor BCI Worldwide Opportunities Fund focuses on individual stock selection from a bottom-up approach, rather than a top-down investment process. The portfolio’s total equity exposure will always exceed 30% of the portfolio’s net asset value, with the maximum offshore exposure as per regulatory limits. The portfolio’s investment universe consists of local and global equity securities, preference shares, property shares, and property related securities listed on exchanges, non-equity securities, 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 collective investment schemes, or other similar schemes, operated in territories with a regulatory environment which is to the satisfaction of the manager and trustee of a sufficient standard to provide investor protection at least equivalent to that in South Africa and which is consistent with the portfolio’s primary objective. The portfolio may, from time to time, invest in listed and unlisted financial instruments, to achieve the portfolio’s investment objective.

RISK PROFILE

  • LOW
  • LOW-MOD
  • MOD
  • MOD-HIGH
  • HIGH

MINIMUM INVESTMENT

None

FEES

0.11% p.a. (incl. VAT)

Anchor Equity Segregated Mandate

The portfolio seeks to offer investors long-term capital growth through active stock selection within the SA equity market.

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Anchor EquitySegregated Mandate

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.

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WHY SHOULD I INVEST?

This portfolio is suitable for high-net-worth private clients that seek above-average growth in capital invested. Investors accept that the portfolio may underperform the market in the short term in pursuit of superior long-term gains. The risk associated with this portfolio will be the same as the risk associated with SA equities. Volatility of capital can occur over the short term. The portfolio can invest in less liquid counters and is not limited to any sectors of the JSE

RISK PROFILE

  • LOW
  • LOW-MOD
  • MOD
  • MOD-HIGH
  • HIGH

MINIMUM INVESTMENT

R1mn

FEES

1.25% (excl. VAT)

ANCHOR GLOBAL BALANCED PORTFOLIO (USD)

A balanced offshore portfolio, with a combination of equities, government and corporate bonds, property and cash.
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ANCHOR GLOBALBALANCED PORTFOLIO (USD)

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.

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WHY SHOULD I INVEST?

This is an attractive alternative for individuals who wish to invest conservatively in offshore markets, while taking some equity risk. This should be viewed as a long-term investment, with the equity component biased towards high-quality counters.

RISK PROFILE

  • LOW
  • LOW-MOD
  • MOD
  • MOD-HIGH
  • HIGH

MINIMUM INVESTMENT

US$150,000

FEES

1.25% (excl. VAT) p.a.

ANCHOR GLOBAL EQUITY FUND

The 2020 Raging Bull Award-winning fund’s objective is to provide capital growth over the long term.
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ANCHOR GLOBALEQUITY FUND

We aim to achieve this by investing in a concentrated portfolio of high-quality, growing companies that are attractively valued. These companies are selected from both developed and emerging countries.The fund will invest primarily in equity securities, which may include preference shares and other securities with equity characteristics. The fund may also invest indirectly in equity securities through holdings in collective investment schemes.We recommend that investors in the fund have at least a 5-year time horizon.

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WHY SHOULD I INVEST?

Expected potential long-term returns are high, but the risk of potential capital losses is high as well, especially over shorter periods. Therefore, it is suitable for long-term investment horizons. We note that international investments or investments in foreign securities could be accompanied by additional risks such as potential constraints on liquidity and repatriation of funds, macroeconomic risk, political risk, foreign exchange risk, tax risk, settlement risk, as well as potential limitations on the availability of market information.

RISK PROFILE

  • LOW
  • LOW-MOD
  • MOD
  • MOD-HIGH
  • HIGH

MINIMUM INVESTMENT

US$1,000

FEES

1.25% p.a. (incl. VAT)

ANCHOR GLOBAL HIGH STREET EQUITY PORTFOLIO (USD)

A diversified global share portfolio with a focus on developed markets.
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ANCHOR GLOBAL HIGH STREETEQUITY PORTFOLIO (USD)

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.

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WHY SHOULD I INVEST?

The portfolio is suitable for investors seeking exposure to the global equity market with maximum capital appreciation as their primary goal over the long term. Investors should have a tolerance for short-term market volatility in order to achieve long-term objectives.

RISK PROFILE

  • LOW
  • LOW-MOD
  • MOD
  • MOD-HIGH
  • HIGH

MINIMUM INVESTMENT

US$150,000

FEES

1.25% p.a. (excl VAT).

ANCHOR GLOBAL STABLE FUND

The fund’s objective is to achieve maximum long-term returns with a diversification of risk.
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ANCHORGLOBAL STABLE FUND

The fund invests in equities, fixed-income securities, cash, real estate investment trusts (REITs) and eligible commodity indices. Primarily, the fund invests in countries with the most significant contribution to global GDP. The net equity exposure will typically be 20%-30% (but never more than 40%) of net asset value (NAV). Listed real estate exposure will typically be 5%-15% (but never more than 25%) of NAV. The remainder of the fund will typically be invested in fixed-income securities and cash. The fund may use financial derivative instruments (including futures and options) for investment or hedging purposes (but not to gain leverage). The fund has the ability to invest in other collective investment schemes and exchange-traded funds (ETFs).

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WHY SHOULD I INVEST?

This fund has a balanced exposure to various asset classes. The fund is exposed to equity as well as default and interest-rate risks. It is suitable for medium-term investment horizons. International investments or investments in foreign securities could be accompanied by additional risks such as potential constraints on liquidity and repatriation of funds, macroeconomic risk, political risk, foreign exchange risk, tax risk, settlement risk, as well as potential limitations on the availability of market information.

RISK PROFILE

  • LOW
  • LOW-MOD
  • MOD
  • MOD-HIGH
  • HIGH

MINIMUM INVESTMENT

US$1,000

FEES

1.25% p.a. (incl. VAT)

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