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Anchor BCI WW OPPORTUNITIES FUND C CLASS
Benchmark: SA CPI Index
Investment Objective
The Anchor BCI Worldwide Opportunities Fund aims to identify local and
Investment Philosophy
The Anchor BCI Worldwide Opportunities Fund focuses on individual stock selection from a bottom-up approach rather than a top-down Benchmark SA CPI Index investment process. The portfolio’s total equity exposure will always exceed 30% of the portfolio’s net asset value, with the maximum offshore . The portfolio’s investment universe Distributions Semi-annual , preference shares, property 30 Jun/31 Dec shares, and property related securities listed on exchanges, non-equity securities, interest-bearing instruments as well as assets in liquid form. The portfolio may also invest in participatory interests and other forms of participation in portfolios of collective investment schemes or other similar schemes operated in territories with a regulatory environment which is to the satisfaction of the manager and trustee of a sufficient standard to (PY): 2.13% provide investor protection at least equivalent to that in South Africa and which is consistent with the portfolio’s primary objective. The portfolio may from time to time invest in listed and unlisted financial instruments to achieve the portfolio’s investment objective.
Fund Information
Risk Profile
Monthly Returns (%)
| Year | JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.70 | -2.20 | -2.90 | — | — | — | — | — | — | — | — | — | — |
| 2025 | 0.90 | 0.10 | -3.40 | 4.80 | 2.30 | 2.50 | 0.90 | 0.20 | -0.10 | 1.90 | -0.50 | -0.30 | 9.60 |
| 2024 | 1.20 | 3.20 | 0.80 | -1.10 | 1.20 | -0.30 | -0.30 | 1.40 | 2.70 | 0.00 | 2.60 | 3.30 | 15.60 |
| 2023 | 6.60 | 0.20 | 0.60 | 2.60 | 2.20 | 1.70 | 0.00 | -0.50 | -4.40 | -1.80 | 7.90 | 3.10 | 19.10 |
| 2022 | -4.30 | -3.70 | -0.40 | -2.90 | -1.20 | -1.40 | 3.30 | -0.20 | -5.70 | 1.00 | 4.10 | -1.10 | -12.20 |
| 2021 | -0.50 | 1.10 | 0.40 | 0.20 | 2.00 | -0.70 | 0.10 | -1.10 | 2.60 | 1.70 | 0.70 | 6.60 | — |
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.