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  • Local Unit Trusts
  • Offshore Unit Trust

Unit Trusts

ANCHOR HAS A RANGE OF COLLECTIVE INVESTMENT SCHEMES (“CIS” OR “UNIT TRUSTS”) TO MEET CLIENT NEEDS ACROSS ASSET CLASSES AND RISK SPECTRUMS, FROM CASH PLUS MANDATES DOMESTICALLY TO GLOBAL EQUITY.

The key advantage of CIS funds is tax efficiency and the ability to contribute relatively small sums on an ongoing or ad hoc basis, while still gaining access to a professional investment service.

ANCHOR ACCELERATOR SNN QI 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.
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ANCHOR ACCELERATORSNN QI HEDGE FUND

The investment goal of the Anchor Accelerator SNN QI 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.

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WHY SHOULD I INVEST?

The fund is suitable for investors with a long term investment horizon.

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.
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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.

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WHY SHOULD I INVEST?

This portfolio is attractive for clients looking for a low risk utilisation of their Regulation-28 African offshore allowance. The portfolio is also attractive for those clients looking to achieve a high return from their offshore fixed income investments.

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.
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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.

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WHY SHOULD I INVEST?

This portfolio is attractive for clients looking to hold exposure to bonds, which generate higher levels of interest income, along with potential capital gains on declines in market interest rates.

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.
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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.

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WHY SHOULD I INVEST?

This portfolio preserves capital, has relatively low volatility, and allows investors to earn a higher income than is offered by traditional money market portfolios.

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.
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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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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)

ANCHOR BCI EQUITY FUND

The fund is a general equity portfolio that seeks to sustain high long-term capital growth.
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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.

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WHY SHOULD I INVEST?

This fund is suitable for investors seeking to maximise long-term capital growth, rather than short-term income, as their primary goal. Investors should be prepared to accept capital losses in the short term as being an inherent risk of investing in equities. This portfolio has a higher exposure to equities than any other risk-profiled portfolio and therefore tends to carry higher volatility due to its high exposure to equity markets. Expected potential long-term returns are high, but the risk of potential capital losses is high as well, especially over shorter periods.

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.
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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%.

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WHY SHOULD I INVEST?

This portfolio is a stable way to earn interest income in excess of that which is available from the banks. It has relatively low equity exposure, resulting in relatively low volatility compared to higher-risk portfolios. 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)

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.
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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.

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WHY SHOULD I INVEST?

This portfolio has a higher exposure to equities than any other risk-profiled portfolio and therefore tends to carry higher volatility due to high exposure to equity markets. Expected potential long-term returns are high, but the risk of potential capital losses is high as well, especially over shorter periods. This Fund is suitable for long-term investors (we recommend investors in the fund have a five-year investment horizon, at a minimum), seeking offshore equity exposure in a local rand unit trust, and who have long-term investment horizons.

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.

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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.

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WHY SHOULD I INVEST?

The fund is suitable for those investors seeking offshore exposure in US dollars and moderate risk and returns. It holds exposure to bonds, which have credit and interest rate risks. We consider the risk to be less than that of an equity portfolio.

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.
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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.

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WHY SHOULD I INVEST?

The portfolio is suitable for investors with an aggressive risk profile. It hashigher exposure to equities than any other risk-profiled portfolio and therefore tends to carry higher volatility due to higher exposure to equity markets. Expected potential long-term returns are high, but the risk of potential capital losses is high as well, especially over shorter periods. It is suitable for long-term investment horizons.

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.
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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.

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WHY SHOULD I INVEST?

This portfolio has a balanced exposure to various asset classes. It has more equity exposure than a low-risk portfolio but less than a high-risk portfolio. In turn, the expected volatility is higher than a low-risk portfolio, but less than a high-risk portfolio. The portfolio is exposed to equity as well as default and interest rate risks. It is suitable for medium-term investment horizons. 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

1.44% 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.
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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.

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WHY SHOULD I INVEST?

This portfolio carries exposure to mainly property securities and property by nature is a moderate-high risk investment. The portfolio is exposed to interest rate risks and is sensitive to inflation and interest rate cycles. It is suitable for medium-term investment horizons.

RISK PROFILE

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

MINIMUM INVESTMENT

None

FEES

1.44% p.a. (incl. VAT)

ANCHOR BCI WORDWIDE 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.
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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.

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WHY SHOULD I INVEST?

This portfolio holds more equity exposure than a medium-risk portfolio 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 exposed to equity as well as default and interest rate risks. It is suitable for medium- to long-term investment horizons.

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.
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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.

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WHY SHOULD I INVEST?

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.

RISK PROFILE

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

MINIMUM INVESTMENT

None

FEES

0.11% p.a. (incl. VAT)

ANCHOR GLOBAL EQUITY FUND

The 2020 Raging Bull Award-winning fund’s objective is to provide capital growth over the long term.
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ANCHOR GLOBALEQUITY FUND

We aim to achieve this by investing in a concentrated portfolio of high-quality, growing companies that are attractively valued. These companies are selected from both developed and emerging countries.The fund will invest primarily in equity securities, which may include preference shares and other securities with equity characteristics. The fund may also invest indirectly in equity securities through holdings in collective investment schemes.We recommend that investors in the fund have at least a 5-year time horizon.

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WHY SHOULD I INVEST?

Expected potential long-term returns are high, but the risk of potential capital losses is high as well, especially over shorter periods. Therefore, it is suitable for long-term investment horizons. We note that international investments or investments in foreign securities could be accompanied by additional risks such as potential constraints on liquidity and repatriation of funds, macroeconomic risk, political risk, foreign exchange risk, tax risk, settlement risk, as well as potential limitations on the availability of market information.

RISK PROFILE

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

MINIMUM INVESTMENT

US$1,000

FEES

1.25% p.a. (incl. VAT)

ANCHOR GLOBAL STABLE FUND

The fund’s objective is to achieve maximum long-term returns with a diversification of risk.
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ANCHORGLOBAL STABLE FUND

The fund invests in equities, fixed-income securities, cash, real estate investment trusts (REITs) and eligible commodity indices. Primarily, the fund invests in countries with the most significant contribution to global GDP. The net equity exposure will typically be 20%-30% (but never more than 40%) of net asset value (NAV). Listed real estate exposure will typically be 5%-15% (but never more than 25%) of NAV. The remainder of the fund will typically be invested in fixed-income securities and cash. The fund may use financial derivative instruments (including futures and options) for investment or hedging purposes (but not to gain leverage). The fund has the ability to invest in other collective investment schemes and exchange-traded funds (ETFs).

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WHY SHOULD I INVEST?

This fund has a balanced exposure to various asset classes. The fund is exposed to equity as well as default and interest-rate risks. It is suitable for medium-term investment horizons. International investments or investments in foreign securities could be accompanied by additional risks such as potential constraints on liquidity and repatriation of funds, macroeconomic risk, political risk, foreign exchange risk, tax risk, settlement risk, as well as potential limitations on the availability of market information.

RISK PROFILE

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

MINIMUM INVESTMENT

US$1,000

FEES

1.25% p.a. (incl. VAT)

ANCHOR PERFORMER SNN RETAIL HEDGE FUND

The fund is suitable for investors with a long-term investment horizon seeking exposure to primarily local assets.
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ANCHOR PERFORMERSNN RETAIL HEDGE FUND

The Anchor Performer SNN Retail Hedge fund (the fund) is a rand-denominated South African long/short equity hedge fund. The fund has a strong focus on long-term capital appreciation, targeting an absolute return in excess of cash. The fund aims to provide returns with lower volatility and lower drawdowns than equities.

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WHY SHOULD I INVEST?

The fund is suitable for investors with a long-term investment horizon, seeking exposure primarily to local assets.

RISK PROFILE

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

MINIMUM INVESTMENT

R500,000

FEES

1.67% p.a. (incl. VAT)

ANCHOR STABLE SNN RETAIL HEDGE FUND

The fund is suitable for investors with a long-term investment horizon seeking exposure to primarily local assets.
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ANCHOR STABLESNN RETAIL HEDGE FUND

The Anchor Stable SNN 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.

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WHY SHOULD I INVEST?

The fund is suitable for investors with a long-term investment horizon seeking exposure primarily to local assets.

RISK PROFILE

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

MINIMUM INVESTMENT

R500,000

FEES

1.67% p.a. (incl. VAT)

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