Welcome to Anchor Capital

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For Financial Advisors

Model Portfolios built on institutional research.

Offer your clients professionally constructed, risk-profiled portfolios backed by Anchor's R306 billion investment platform and award-winning fund range.

Institutional capability, advisor flexibility.

Anchor's model portfolios give independent financial advisors access to the same research-driven investment process that manages over R306 billion in assets. Each portfolio is constructed by our investment team using a bottom-up process with a top-down macro overlay, following our Growth at a Reasonable Price (GARP) philosophy.

Rather than building portfolios from scratch, you can leverage pre-constructed, continuously monitored allocations across the risk spectrum. This frees your practice to focus on client relationships, financial planning, and growing your book, while Anchor handles the investment decisions.

Why Our Model Portfolios

Built for Advisor Practices

Research-Driven Construction

Every model portfolio is built on proprietary research from our 30+ investment professionals, 29 CFA charter-holders, and 24 chartered accountants.

Reg-28 Compliant Options

Dedicated model portfolios that comply with Regulation 28 requirements, suitable for retirement fund allocations and pension-linked mandates.

Local and Global Exposure

Portfolios span the full opportunity set: local CIS, offshore CIS, and segregated mandates across equity, fixed income, property, and alternatives.

Risk-Profiled Allocation

Each portfolio is mapped to a defined risk-return profile, making it straightforward to align client portfolios with their stated objectives.

Portfolio Range

Across the Risk Spectrum

Conservative

Low Risk

Capital preservation with modest real returns. Primarily fixed income and money market instruments with limited equity exposure.

Representative funds: Anchor BCI Diversified Stable Fund, Anchor BCI Core Income Fund

Moderate

Medium Risk

Balanced growth and income. A diversified blend of equity, fixed income, and alternative assets designed for steady long-term compounding.

Representative funds: Anchor BCI Diversified Moderate Fund, Anchor BCI Managed Fund (Reg 28)

Growth

Medium-High Risk

Long-term capital appreciation with meaningful equity allocation. Suitable for investors with a five-year-plus horizon who can tolerate short-term volatility.

Representative funds: Anchor BCI Diversified Growth Fund, Anchor BCI Worldwide Flexible Fund

Aggressive

High Risk

Maximum growth orientation with concentrated equity exposure across local and global markets. Designed for investors with a long time horizon and high risk tolerance.

Representative funds: Anchor BCI Equity Fund, Anchor BCI Global Equity Feeder Fund, Anchor BCI Global Technology Fund

The Anchor Advantage

What sets our portfolios apart.

30+ investment professionals with deep expertise across local and global markets. 29 CFA charter-holders and 24 chartered accountants support the research process.

Proprietary bottom-up research with a top-down macro overlay. Our GARP philosophy has been consistently applied since Anchor's founding in 2012.

Continuous monitoring and rebalancing. Portfolios are actively managed, not static allocations that drift with the market.

Full transparency. Advisors receive detailed portfolio construction rationale, performance attribution, and regular investment commentary.

Access Our Model Portfolios

Speak with our advisor solutions team to discuss how Anchor's model portfolios can complement your practice and serve your clients.

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