Welcome to Anchor Capital

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All Funds
Income & GrowthData as at February 2026

Anchor Growing Yield

Benchmark: CPI + 5%

Investment Objective

Investment objective not available.

Fund Information

Risk Profile

Low
Low-Mod
Moderate
Mod-High
High
Inception Date
Management Fee1.25%

Growth of R100 Since Inception

Hover over the chart to see fund and benchmark values at each point

201220142015201720182020R100R135R170R222.94617739808902
  • Fund
  • Benchmark

Past performance is not indicative of future returns.

Asset Allocation

Local Equity56.6%
Local Fixed Income16.0%
Local Floating Rate Income11.9%
Local Property15.5%

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.