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  • Local Segregated Mandates
  • Offshore Segregated Mandates

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.

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 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 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).

INVESTING IN YOUR NEEDS

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