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Anchor BCI DIVERSIFIED STABLE A CLASS
Benchmark: ASISA SA Multi Asset Low Equity
Investment Objective
The Anchor BCI Diversified Stable Fund is a multi-managed cautious risk
Investment Philosophy
The Act. To provide a limited level of capital protection, the portfolio’s Fund Classification SA Multi Asset Low Equity equity may be as high as 40% of the portfolio’s net asset value. In order to Distributions Quarterly , the investments normally to be included in the 31 Mar/30 Jun/30 Sep/31 Dec 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 (PY): 1.22% 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.
Fund Information
Risk Profile
Fund Performance
| Ann. p.a. | Since Inc. | 5 Year | 3 Year | 12 Month | 6 Month | 3 Month | MTD | |
|---|---|---|---|---|---|---|---|---|
| Fund | 9.5% | 150.2% | 12.3% | 14.3% | 21.9% | 11.5% | 6.1% | 1.9% |
| Benchmark | 8.3% | 123.7% | 10.6% | 12.6% | 18.0% | 9.6% | 4.5% | 1.9% |
Growth of R100 Since Inception
Hover over the chart to see fund and benchmark values at each point
- Fund
- Benchmark
Past performance is not indicative of future returns.
Performance Comparison (% p.a.)
- Fund
- Benchmark
Monthly Returns (%)
| Year | JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.20 | 1.90 | 4.10 | — | — | — | — | — | — | — | — | — | — |
| 2025 | 1.00 | 0.30 | 0.40 | 1.20 | 2.30 | 2.00 | 1.90 | 1.20 | 2.30 | 1.70 | 1.10 | 1.90 | 18.60 |
| 2024 | 0.10 | 0.10 | -0.10 | 1.10 | 1.40 | 2.00 | 2.80 | 2.10 | 2.50 | -0.80 | 1.30 | 0.20 | 13.30 |
| 2023 | 4.40 | 0.20 | -0.20 | 0.90 | -1.50 | 2.10 | 1.40 | 0.40 | -2.20 | -0.50 | 4.80 | 1.60 | 11.70 |
| 2022 | -0.80 | 0.70 | -0.30 | 0.10 | 0.70 | -1.80 | 1.80 | 1.10 | -2.60 | 2.50 | 2.70 | -0.10 | 3.90 |
| 2021 | 1.90 | 1.80 | 0.10 | 1.00 | 0.20 | 0.90 | 1.30 | 1.10 | 0.20 | 1.50 | 0.90 | 2.40 | 14.30 |
| 2020 | 0.80 | -1.00 | -8.20 | 6.40 | 1.40 | 1.50 | 0.90 | 0.80 | -0.70 | -1.20 | 3.90 | 0.80 | 4.90 |
| 2019 | 0.90 | 2.20 | 0.80 | 2.10 | -1.30 | 0.80 | 0.00 | 0.00 | 1.30 | 0.90 | -0.10 | 0.70 | 8.40 |
| 2018 | 0.50 | 0.40 | -0.80 | 2.00 | -0.70 | 0.90 | 0.90 | 2.10 | -0.80 | -1.70 | 0.30 | 0.40 | 3.60 |
| 2017 | 1.00 | 0.00 | 1.30 | 0.80 | 0.90 | -0.60 | 1.90 | 0.60 | 1.00 | 2.10 | 0.00 | -1.00 | 8.30 |
| 2016 | 0.60 | 1.10 | 0.70 | 2.00 | -1.40 | 1.20 | 1.20 | -0.10 | -1.00 | 0.60 | 0.80 | 5.80 | — |
Top Holdings
Asset Allocation
Fund Manager Commentary
Important Information
Collective Investment Schemes in Securities (CIS) should be considered as medium to long-term investments. The value may go up as well as down and past performance is not necessarily a guide to future performance. CIS are traded at the ruling price and can engage in scrip lending and borrowing. A schedule of fees, charges and maximum commissions is available on request from the Manager. Commission and incentives may be paid and if so, would be included in the overall costs. A CIS may be closed to new investors in order for it to be managed more efficiently in accordance with its mandate. Performance has been calculated using net NAV to NAV numbers with income reinvested.