- ALL
- 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.
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.
INVEST NOW
WHY SHOULD I INVEST?
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.
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.
INVEST NOW
WHY SHOULD I INVEST?
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.
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.
INVEST NOW
WHY SHOULD I INVEST?
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.
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.
INVEST NOW
WHY SHOULD I INVEST?
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
Submit your details and we’ll give you a call back to assist and advise you on your investment.
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