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Anchor BCI MODERATE WORLDWIDE FLEXIBLE FUND
Benchmark: FTSE JSE All Share Index - J203T
Investment Objective
The Anchor BCI Moderate Worldwide Flexible Fund is a worldwide
Investment Philosophy
The portfolio 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 , bonds, debentures, corporate debt, equity securities, property Distributions Semi-annual , preference shares, convertible equities and non-equity 30 Jun/31 Dec securities. The portfolio's equity exposure will always exceed 25% of its asset value with its property exposure limited to a maximum of 40% of the portfolio's asset value. The manager may also include forward currency, interest rate and exchange rate swap transactions for efficient portfolio (PY): 1.18% management purposes. The portfolio may from time to time invest in listed and unlisted financial instruments in order to achieve the portfolio’s investment objective. The manager may also include forward currency, interest rate and exchange rate swap transactions for efficient portfolio management purposes. The manager shall have the maximum flexibility to vary assets between the various markets, asset classes and countries to reflect the changing economic and market conditions.
Fund Information
Risk Profile
Monthly Returns (%)
| Year | JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.90 | -1.30 | -2.10 | — | — | — | — | — | — | — | — | — | — |
| 2025 | -1.60 | 0.00 | -1.80 | 4.70 | 3.80 | 4.10 | 3.60 | 1.40 | 1.30 | 3.70 | -2.80 | 0.80 | 18.20 |
| 2024 | 2.20 | 2.40 | 1.60 | 1.40 | 3.00 | 5.40 | 0.00 | 2.10 | 3.80 | 2.30 | 1.30 | 2.10 | 31.10 |
| 2023 | 7.80 | 1.20 | -1.60 | 1.10 | 0.80 | 4.40 | 2.60 | -1.80 | -2.80 | -3.30 | 9.60 | 0.80 | 19.50 |
| 2022 | -2.20 | -5.10 | 1.60 | -2.30 | 0.30 | -1.00 | 1.70 | 1.20 | -7.40 | 3.10 | 6.10 | -1.60 | -6.00 |
| 2021 | 4.50 | -0.10 | 2.20 | 0.60 | -0.30 | 2.20 | -1.80 | 2.00 | -0.50 | 2.80 | 1.80 | 4.60 | 19.10 |
| 2020 | 0.00 | -6.40 | -9.20 | 13.60 | -0.70 | 5.50 | 0.10 | 1.00 | -0.60 | 2.30 | 4.80 | 1.60 | 10.60 |
| 2019 | 2.20 | 0.90 | 2.60 | 5.70 | — | — | — | — | — | — | — | — | — |
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.