- ALL
- Local Unit Trust
- Local Segregated Mandates
Local Solutions
UNIT TRUSTS ARE GREAT VEHICLES FOR INVESTORS - LARGE AND SMALL - TO GAIN ACCESS TO GROWTH ASSETS IN A COST-EFFECTIVE MANNER.
As a long term savings vehicle, they are especially well-suited to investors who wish to contribute regular monthly amounts to their investment via a debit order for ease of administration. Anchor has multiple unit trust offerings available to investors of varying risk tolerance, all with highly competitive fee structures.
ANCHOR ACCELERATOR FR RETAIL HEDGE FUND
SA-domiciled long/short equity hedge fund, with a bias towards owning growth and quality shares on the long side and a bias towards short poor-quality businesses to reduce overall net market exposure.
ANCHOR ACCELERATORSNN RETAIL HEDGE FUND
The investment goal of the Anchor Accelerator FR Retail Hedge Fund (the fund) is to generate absolute returns in excess of an agreed benchmark of STeFI. The fund will consist of exposure to various local and international financial instruments primarily equities and, at times, derivatives, fixed income, and unlisted instruments. The fund has a medium- to high-risk profile, often with directional market exposure and may have high concentration in gearing. The fund is suitable for sophisticated investors who have a long-term investment horizon and invest primarily in emerging markets, subject to the regulatory limits on offshore exposure.
INVEST NOW
WHY SHOULD I INVEST?
RISK PROFILE
- LOW
- LOW-MOD
- MOD
- MOD-HIGH
- HIGH
MINIMUM INVESTMENT
R1mn
FEES
1.5% p.a. (incl. 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.
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.
INVEST NOW
WHY SHOULD I INVEST?
RISK PROFILE
- LOW
- LOW-MOD
- MOD
- MOD-HIGH
- HIGH
MINIMUM INVESTMENT
None
FEES
0.81% p.a. (incl. VAT)
ANCHOR BCI BOND FUND
The fund’s main aim is to maximise total returns by investing in bonds to generate interest income and potential capital gains.
ANCHOR BCIBOND FUND
The investments normally to be included in the portfolio will comprise a combination of assets in liquid form and a combination of gilts and interest-bearing securities, including loan stock, semi-gilts, notes, debentures, debenture bonds, preference shares, money-market instruments, bonds, corporate debt, 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.
INVEST NOW
WHY SHOULD I INVEST?
RISK PROFILE
- LOW
- LOW-MOD
- MOD
- MOD-HIGH
- HIGH
MINIMUM INVESTMENT
None
FEES
0.63% p.a. (incl. VAT)
ANCHOR BCI CORE INCOME FUND
The fund aims to preserve capital whilst providing income returns.
ANCHOR BCICORE INCOME FUND
The Anchor BCI Core Income Fund aims 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 portfolio may also invest in participatory interests and other forms of participation in portfolios of collective investment schemes, registered in South Africa (SA) as well as 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 is consistent with the portfolio’s primary objective. The portfolio may also, from time to time, invest in listed and unlisted financial instruments, in accordance with the provisions of the Act, and the regulations thereto, as amended from time to time, in order to achieve the portfolio’s investment objective. The portfolio may also, from time to time, invest in listed and unlisted financial instruments, in order to achieve its investment objective. The manager may only include forward currency, interest rate, and exchange rate swap transactions for efficient portfolio management purposes. This mandate is more flexible as the average portfolio duration will be longer than that of traditional money market portfolios. To provide relative capital stability, the weighted average modified duration of the underlying assets is limited to a maximum of two years.
INVEST NOW
WHY SHOULD I INVEST?
RISK PROFILE
- LOW
- LOW-MOD
- MOD
- MOD-HIGH
- HIGH
MINIMUM INVESTMENT
None
FEES
0.63% p.a. (incl. VAT)
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.
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.
INVEST NOW
WHY SHOULD I INVEST?
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.
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.
INVEST NOW
WHY SHOULD I INVEST?
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.
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.
INVEST NOW
WHY SHOULD I INVEST?
RISK PROFILE
- LOW
- LOW-MOD
- MOD
- MOD-HIGH
- HIGH
MINIMUM INVESTMENT
None
FEES
1.15% p.a. (incl. VAT)
ANCHOR BCI EQUITY FUND
The fund is a general equity portfolio that seeks to sustain high long-term capital growth.
ANCHOR BCIEQUITY FUND
The portfolio is constructed from bottom-up, fundamental research with an investment philosophy that favours quality stocks with superior returns on capital, cash flows, and pricing power. While acceptable valuation is an important component of the stock-selection process, the fund’s style is not “value” – investments will be made in premium-rated stocks, where the growth outlook and quality profile warrants it. The fund will also own shares that are often not well researched, yet offer exceptional valuation-driven opportunities. The quality of companies included is judged by rates of earnings growth, return on capital employed, cash conversion, and the stability of margins. The portfolio may, from time to time, invest in listed and unlisted financial instruments. 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 the portfolio’s net asset value.
INVEST NOW
WHY SHOULD I INVEST?
RISK PROFILE
- LOW
- LOW-MOD
- MOD
- MOD-HIGH
- HIGH
MINIMUM INVESTMENT
None
FEES
1.15% p.a. (incl. VAT)
ANCHOR BCI FLEXIBLE INCOME FUND
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.
ANCHOR BCIFLEXIBLE INCOME FUND
Investments to be acquired for the portfolio may include equity securities, property securities, property related securities, interest-bearing securities, non-equity securities, money-market instruments, preference shares and assets in liquid form. The portfolio may, from time to time, invest in listed and unlisted financial instruments. The manager may only include the following unlisted financial instruments for efficient portfolio-management purposes: forward currency, interest rate and exchange rate swap transactions. The portfolio will comply with prudential investment guidelines to the extent allowed for by the Act. However, the portfolio’s equity exposure may be as high as 10% of the portfolio’s net asset value, whilst its property exposure may be as high as 25%.
INVEST NOW
WHY SHOULD I INVEST?
RISK PROFILE
- LOW
- LOW-MOD
- MOD
- MOD-HIGH
- HIGH
MINIMUM INVESTMENT
None
FEES
1.15% 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.
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.
INVEST NOW
WHY SHOULD I INVEST?
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.
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.
INVEST NOW
WHY SHOULD I INVEST?
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.
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.
INVEST NOW
WHY SHOULD I INVEST?
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 MANAGED FUND
A moderate-risk profile portfolio with the objective to offer investors a moderate to high long-term total return.
ANCHOR BCIMANAGED FUND
The fund will be managed in compliance with Regulation-28 investment guidelines. The net equity exposure will range between 0% and 75%. 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, property securities, preference shares, convertible equities and non-equity securities. The portfolio may 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.
INVEST NOW
WHY SHOULD I INVEST?
RISK PROFILE
- LOW
- LOW-MOD
- MOD
- MOD-HIGH
- HIGH
MINIMUM INVESTMENT
None
FEES
1.44% p.a. (incl. VAT)
ANCHOR BCI PROPERTY FUND
The fund aims to deliver both a high income yield as well as capital growth over the medium- to long-term.
ANCHOR BCIPROPERTY FUND
The fund aims to achieve an above-benchmark total return for investors over the medium- to long-term. The fund will invest at least 80% of the market value of the portfolio in shares listed on the FTSE/JSE Real Estate industry group or a similar sector of an international stock exchange. Up to 10% of the portfolio may be invested in shares outside the property sector in companies that conduct similar business activities in order to achieve the fund’s objective. The portfolio may 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.
INVEST NOW
WHY SHOULD I INVEST?
RISK PROFILE
- LOW
- LOW-MOD
- MOD
- MOD-HIGH
- HIGH
MINIMUM INVESTMENT
None
FEES
1.44% p.a. (incl. VAT)
ANCHOR BCI WORLDWIDE 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.
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.
INVEST NOW
WHY SHOULD I INVEST?
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.
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.
INVEST NOW
WHY SHOULD I INVEST?
RISK PROFILE
- LOW
- LOW-MOD
- MOD
- MOD-HIGH
- HIGH
MINIMUM INVESTMENT
None
FEES
0.11% p.a. (incl. VAT)
ANCHOR STABLE FR RETAIL HEDGE FUND
The fund is suitable for investors with a long-term investment horizon seeking exposure to primarily local assets.
ANCHOR STABLEFR RETAIL HEDGE FUND
The Anchor Stable FR Retail Hedge Fund (the fund) is a rand-denominated South African long/short equity hedge fund. The primary objective of the fund is to provide a stable return, with as little volatility as possible. The portfolio has a strong focus on capital preservation, targeting an absolute return in excess of cash.
INVEST NOW
WHY SHOULD I INVEST?
RISK PROFILE
- LOW
- LOW-MOD
- MOD
- MOD-HIGH
- HIGH
MINIMUM INVESTMENT
R500,000
FEES
1.67% p.a. (incl. VAT)
INVESTING IN YOUR NEEDS
Submit your details and we’ll give you a call back to assist and advise you on your investment.
SUBSCRIBE TO OUR NEWSLETTERS
Subscribe to our newsletters to receive regular market commentary, research and updates from the Anchor team. Select between our Individual or Financial Advisor newsletters by selecting the relevant tab below.