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Anchor BCI Worldwide Flexible Fund
Benchmark: Inflation (SA CPI) + 4% p.a.
Fund Manager
David Gibb
Fund Manager
BSc (Med) UCT, CA (SA), CFA Charterholder
+27 11 591 0680
David has managed the Anchor Worldwide Flexible Fund since its inception in May 2013 and the Anchor Global Technology Fund since its inception in June 2019. He joined the investment industry in 1994 as an equity analyst at LIBAM.
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.
Investment Philosophy
Benchmark Inflation (SA CPI) + 4% p.a. 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 philosophy is investing in companies with Fund Classification Worldwide Multi Asset Flexible a durable competitive advantage that are underappreciated by investors Distributions Semi-annual , consequently, trade for less than they are worth. They have enduring 30 Jun/31 Dec 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 (PY): 1.23% 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 | 11.6% | 307.6% | 11.6% | 17.8% | 2.7% | -7.0% | -3.6% | -0.0% |
| Benchmark | 8.8% | 193.8% | 8.9% | 8.0% | 7.5% | 2.5% | 1.3% | 0.5% |
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 | -2.70 | 0.00 | -2.70 | — | — | — | — | — | — | — | — | — | — |
| 2025 | 3.80 | 0.00 | -1.60 | 3.80 | 1.60 | 2.70 | 3.80 | -0.20 | -1.50 | -0.60 | -1.40 | -0.90 | 9.60 |
| 2024 | 4.50 | 7.30 | 2.90 | 0.60 | 3.60 | -3.00 | 0.70 | 0.60 | 2.50 | 0.70 | 5.30 | 3.30 | 32.40 |
| 2023 | 11.20 | 1.30 | -2.60 | 5.00 | 6.70 | 0.50 | -1.30 | 2.00 | -2.60 | -3.10 | 9.70 | 1.60 | 30.60 |
| 2022 | -4.50 | -1.70 | -6.40 | -0.60 | -1.10 | -1.30 | 1.80 | -0.20 | -4.40 | 5.50 | 0.20 | 0.90 | -11.60 |
| 2021 | 2.10 | 1.40 | -0.40 | -0.10 | -3.10 | 3.50 | 1.80 | -0.60 | 1.10 | 3.70 | 0.50 | 0.00 | 10.10 |
| 2020 | 5.10 | -6.60 | -6.80 | 10.70 | 1.00 | 1.80 | 4.70 | 6.20 | -4.70 | -1.70 | 4.10 | -1.30 | 11.50 |
| 2019 | 0.10 | 9.30 | 3.50 | 3.00 | -2.00 | 0.70 | 4.10 | 0.80 | 1.00 | 2.20 | -0.50 | -1.70 | 21.90 |
| 2018 | 0.60 | -3.00 | -2.00 | 5.80 | -0.30 | 6.80 | -2.10 | 11.10 | -4.50 | -2.40 | -5.90 | -3.00 | -0.30 |
| 2017 | -0.80 | -0.10 | 2.50 | 0.10 | 0.50 | -0.10 | 1.30 | -2.30 | 5.30 | 6.50 | -2.10 | -7.20 | 2.80 |
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.