Welcome to Anchor Capital
How are you investing?
Help us tailor your experience.
Our Funds
Explore our full range of unit trusts, hedge funds, and segregated portfolios. Click any fund to see performance details, or view the full fact sheet.
Showing 44 funds
Investment Objective
The Anchor BCI Bond Fund aims to maximise income and capital growth over the medium to long term by investing in a diversified portfolio of South African fixed-income securities. The fund employs an active duration management strategy, seeking to add value through yield curve positioning and credit selection while maintaining a risk profile consistent with the JSE All Bond Index.
Benchmark
JSE All Bond Index (ALBI)
Nolan Wapenaar
Co-Chief Investment Officer / Head of Fixed Income
Performance
Fund Details
Investment Objective
The Anchor BCI Equity Fund is a high-conviction South African equity portfolio that aims to deliver superior long-term capital growth. The fund invests in a concentrated portfolio of 25-40 JSE-listed equities, selected through rigorous bottom-up fundamental analysis. The fund seeks to outperform the FTSE JSE Capped All Share Index over rolling 3-year periods.
Benchmark
FTSE JSE Capped All Share J303T Index
Peter Armitage
CEO & Co-Chief Investment Officer
Performance
Investment Objective
The Anchor BCI Worldwide Flexible Fund is a multi-asset portfolio with the flexibility to invest across all asset classes globally. The fund aims to deliver inflation-beating returns over the medium to long term by combining active asset allocation with bottom-up security selection. The fund can invest up to 100% offshore and has the flexibility to adjust its equity exposure based on market conditions.
Benchmark
Inflation (SA CPI) + 4% p.a.
David Gibb
Fund Manager
Performance
Fund Details
Investment Objective
The fund's objective is to provide capital growth over the long term. We recommend that investors in the fund have at least a 5 year investment horizon. 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.
Benchmark
MSCI World All Country Total Return
Nick Dennis
Fund Manager
Performance
Investment Objective
The Anchor Stable FR Retail Hedge Fund is a rand-denominated South African long/short equity hedge fund. The fund's primary objective 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 (STeFI).
Benchmark
STeFI
Liam Hechter
Fund Manager — Hedge Funds
Performance
AMC008 Factsheet
Anchor Accelerator FR Retail HF -
Anchor Aspirant Offshore
Anchor BCI AFRICA FLEX INCOME FUND
Anchor BCI CORE INCOME FUND A CLASS
Anchor BCI CORE INCOME FUND B CLASS
Anchor BCI DIVERSIFIED GROWTH A CLASS
Anchor BCI DIVERSIFIED GROWTH B CLASS
Anchor BCI DIVERSIFIED MODERATE A CLASS
Anchor BCI DIVERSIFIED MODERATE B CLASS
Anchor BCI DIVERSIFIED STABLE A CLASS
Anchor BCI DIVERSIFIED STABLE B CLASS
Anchor BCI FLEXIBLE FUND
Anchor BCI FLEXIBLE INCOME FUND A CLASS
Anchor BCI FLEXIBLE INCOME FUND C CLASS
Anchor BCI GLOBAL EQUITY FEEDER FUND A CLASS
Anchor BCI GLOBAL FLEX INCOME FUND B CLASS
Anchor BCI GLOBAL TECHNOLOGY FUND A CLASS
Anchor BCI MANAGED FUND A CLASS
Anchor BCI MANAGED FUND B CLASS
Anchor BCI MODERATE WORLDWIDE FLEXIBLE FUND
Anchor BCI PROPERTY FUND A CLASS
Anchor BCI SA EQUITY FUND A CLASS
Anchor BCI SA EQUITY FUND B CLASS
Anchor BCI WORLDWIDE FLEXIBLE FUND B CLASS
Anchor BCI WW OPPORTUNITIES FUND C CLASS
Anchor Global Balanced
Anchor Global Dividend Yield
Anchor Global High Street Equity
Anchor Global High Yield
Anchor GLOBAL STABLE FUND A CLASS
Anchor GLOBAL STABLE FUND B CLASS
Anchor Growing Yield
Anchor Segregated Equity
Anchor Systematic FR QIHF -
BCI WW FLEXIBLE STYLE FUND C
BEE -
INSTIT BCI WORLDWIDE OPPORTUNITIES FUND
SKYBLUE BCI FLEXIBLE FUND
Need Help Choosing the Right Fund?
Our wealth managers can help you find the fund that matches your goals, risk appetite, and investment horizon.
Speak to a Wealth ManagerReady to Start a Conversation?
Whether you are an individual investor, financial advisor, or institutional client, our team is ready to understand your goals.
Schedule a Consultation