SOLUTIONS FOR YOUNGER INVESTORS

ANCHOR ASPIRANT IS AN OFFERING FROM ANCHOR CAPITAL TARGETED AT YOUNGER INVESTORS – WE DESIGN PORTFOLIOS, COMMUNICATE AND EDUCATE IN A MANNER TAILORED TO THE NEEDS AND RISK PROFILE OF FUTURE HIGH-NET-WORTH INDIVIDUALS.

Aspirant is based on the belief that younger investors warrant the same level of investment expertise and service as is normally reserved for high-net-worth individuals.

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)

INVESTING IN YOUR NEEDS

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