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Multi-Managed Solution

ANCHOR OFFERS A RANGE OF MULTI-MANAGED FUNDS, BLENDING LARGE MANAGERS WITH BOUTIQUE MANAGERS AND ACTIVE STRATEGIES WITH PASSIVE INVESTMENT INSTRUMENTS.

Managers are selected based on industry leading quantitative analysis, supplemented by qualitative reviews. We are able to blend complimentary managers into solutions that provide the relevant portfolio's return target, ensuring risk diversification without sacrificing returns in the process. The multi-management investment team operates autonomously and completely separate from the Anchor Asset Management team and has a fourteen year team track record. Apart from our portfolio solutions we also offer multi-managed solutions tailored to individual client needs for asset consultants and retirement funds that have sufficient assets to make a completely tailored solution practically possible.

ANCHOR BCI DIVERSIFIED GROWTH FUND

The fund is a multi-managed portfolio, with a moderate to aggressive risk profile and aims to provide investors with a high long-term total return.
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ANCHOR BCIDIVERSIFIED GROWTH FUND

The portfolio will be managed in compliance with prudential investment guidelines for retirement funds in South Africa to the extent allowed for by the Act. The portfolio’s equity exposure is limited to a maximum of 75% of the portfolio’s net asset value. In order to achieve its objective, those investments normally to be included in the portfolio may comprise a combination of assets in liquid form, money market instruments, interest-bearing securities, bonds, debentures, corporate debt, equity securities, other interest-bearing securities, property securities, preference shares, convertible equities, and non-equity securities. 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. This fund is appropriate for clients who want exposure to Anchor’s capabilities in a solution that is appropriately blended and diversified with other offerings to ensure a more consistent return profile.

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WHY SHOULD I INVEST?

This portfolio holds more equity exposure than a medium-risk portolio 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 suitable for medium- to long-term investment horizons.

RISK PROFILE

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

MINIMUM INVESTMENT

None

FEES

1.44% p.a. (incl. VAT)

ANCHOR BCI DIVERSIFIED MODERATE FUND

A multi-managed fund with a moderate risk profile that aims to provide investors with a moderate long-term total return.
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ANCHOR BCIDIVERSIFIED MODERATE FUND

The portfolio will be managed in compliance with prudential investment guidelines for retirement funds in South Africa to the extent allowed for by the Act. The portfolio’s equity exposure is limited to a maximum of 60% of the portfolio’s net asset value. 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, interest-bearing securities, bonds, debentures, corporate debt, equity securities, other interest-bearing securities, property securities, preference shares, convertible equities, and non-equity securities. 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. This fund is appropriate for clients who want exposure to Anchor’s capabilities in a solution that is appropriately blended and diversified with other offerings to ensure a more consistent return profile.
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WHY SHOULD I INVEST?

The portfolio is suitable for medium-term investment horizons and the probability of losses is higher than that of a low-risk portfolio but less than a high-risk portfolio and moderate long-term investment returns are expected.

RISK PROFILE

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

MINIMUM INVESTMENT

None

FEES

1.32% p.a. (incl. VAT)

ANCHOR BCI DIVERSIFIED STABLE FUND

A multi-managed, cautious risk profile portfolio with the objective being to provide investors with a high level of income and capital stability.
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ANCHOR BCIDIVERSIFIED STABLE FUND

The portfolio will be managed in compliance with prudential investment guidelines for retirement funds in South Africa to the extent allowed for by the Act. To provide a limited level of capital protection, the portfolio’s equity may be as high as 40% of the portfolio’s net asset value. 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, interest-bearing securities, bonds, debentures, corporate debt, equity securities, other interest-bearing securities, property securities, preference shares, convertible equities and non-equity securities. 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. This fund is appropriate for clients who want exposure to Anchor’s capabilities in a solution that is appropriately blended and diversified with other offerings to ensure a more consistent return profile.

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INVEST NOW

WHY SHOULD I INVEST?

This portolio has relatively low equity exposure, resulting in relatively low volatlity compared to higher-risk portolios. The fund is appropriate for investors that seek stable, inflation-beating returns and is suitable for retirement fund investors that are risk averse or that are close to retirement and wish to reduce their volatility risk. The portfolio is suitable for medium-term investment horizons. The expected potential long-term investment returns are lower over the medium- to long-term than higher-risk portfolios.

RISK PROFILE

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

MINIMUM INVESTMENT

None

FEES

1.15% p.a. (incl. VAT)

INVESTING IN YOUR NEEDS

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