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Anchor Stable FR Retail Hedge Fund
Benchmark: STeFI
2024Fund Manager
Liam Hechter
Fund Manager — Hedge Funds
CA (SA)
+44 (20) 3598 0345
Liam joined Anchor in 2014 after completing his accounting articles with KPMG. In 2017, he was appointed portfolio manager of Anchor's aggressive long/short equity mandates, and since 2018, he has managed the firm's local long-only equity unit trusts. In 2020, Liam assumed responsibility for all of Anchor's institutional hedge funds.
Investment Objective
The Anchor Stable FR Retail Hedge Fund is a rand-denominated South African long/short equity hedge fund. The fund's primary objective is to provide a stable return with as little volatility as possible. The portfolio has a strong focus on capital preservation, targeting an absolute return in excess of cash (STeFI).
Fund Information
Risk Profile
Fund Performance
| Ann. p.a. | Since Inc. | 5 Year | 3 Year | 12 Month | 6 Month | 3 Month | MTD | |
|---|---|---|---|---|---|---|---|---|
| Fund | 7.2% | 1200.0% | 8.0% | 11.9% | 12.3% | 6.5% | 3.4% | 1.2% |
| Benchmark | 6.3% | 1000.0% | 6.8% | 7.9% | 7.7% | 3.9% | 2.0% | 0.7% |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -0.30 | 0.70 | 0.60 | 0.10 | 1.60 | 1.60 | — | — | — | — | — | — | — |
| 2024 | -0.80 | 0.30 | 1.80 | 2.10 | 1.10 | 1.60 | 1.80 | 1.30 | 2.50 | 0.30 | 1.30 | 0.00 | 14.30 |
| 2023 | 2.80 | 0.20 | 0.50 | 0.90 | -0.50 | 1.80 | 1.90 | -0.60 | -0.60 | -0.40 | 2.30 | 1.00 | 9.60 |
| 2022 | 0.10 | 1.40 | 4.80 | 0.10 | 0.60 | -0.60 | 3.90 | 0.90 | -1.30 | 1.80 | 4.60 | -0.10 | 17.10 |
| 2021 | 0.20 | 5.60 | 3.40 | 0.40 | 1.10 | -2.10 | 1.80 | 0.40 | -1.40 | 2.40 | 2.10 | 2.20 | 17.00 |
| 2020 | 1.00 | -6.00 | -10.00 | 5.90 | -1.00 | 6.30 | 1.60 | 1.50 | -1.80 | 0.70 | 1.70 | 0.00 | -1.40 |
| 2019 | 2.60 | 0.10 | 0.90 | 2.20 | -2.10 | -0.20 | -1.10 | -3.80 | 0.10 | 2.60 | 0.70 | 2.80 | 4.70 |
| 2018 | -3.00 | 0.50 | -0.60 | -0.30 | -2.90 | 0.20 | 0.70 | 3.50 | 0.30 | -3.30 | 1.70 | 2.50 | -1.00 |
| 2017 | 0.70 | 0.70 | -0.10 | 1.80 | 0.00 | -1.90 | 2.90 | 5.30 | 0.40 | 4.10 | 1.70 | -2.90 | 13.10 |
| 2016 | -3.00 | -2.50 | -0.60 | -1.60 | 4.60 | -1.30 | -2.80 | 1.50 | -0.20 | -0.50 | -3.90 | -0.90 | -13.30 |
| 2015 | 0.10 | 1.60 | 1.40 | 1.80 | 0.20 | 1.80 | 3.20 | 0.50 | 1.90 | 4.10 | 3.70 | 1.30 | 28.60 |
| 2014 | -1.80 | 2.60 | 0.70 | 0.60 | 2.70 | 1.20 | -0.50 | 0.50 | 0.10 | 3.00 | -3.00 | 1.20 | 8.50 |
| 2013 | 0.50 | 1.20 | 2.30 | 1.00 | 3.80 | 0.30 | 1.00 | 0.70 | 1.00 | 2.40 | 0.50 | 2.10 | 21.60 |
| 2012 | 1.20 | 3.00 | 2.20 | 2.30 | -0.10 | 1.40 | 2.70 | 2.00 | 0.80 | 3.00 | 1.80 | 1.00 | 26.10 |
| 2011 | -1.40 | 2.30 | 0.70 | 2.40 | -0.10 | -1.40 | 0.00 | 1.40 | -0.30 | 4.00 | 3.00 | -1.00 | 9.20 |
| 2010 | -1.50 | 2.40 | 2.60 | 0.20 | -2.90 | -0.20 | 3.40 | -0.10 | 3.80 | 1.00 | -1.00 | 1.00 | 7.10 |
| 2009 | 1.40 | 0.40 | 1.40 | -0.50 | 2.10 | 0.40 | 2.20 | 0.10 | 1.50 | 2.90 | -0.10 | 2.50 | 15.10 |
| 2008 | -2.80 | 4.20 | 1.60 | 2.50 | 2.40 | 0.70 | -3.10 | -2.40 | -2.80 | -0.50 | 0.50 | 0.50 | 0.70 |
| 2007 | 1.90 | 1.60 | 2.50 | 1.60 | 2.20 | 1.30 | -1.40 | 0.70 | 2.70 | 3.50 | 1.80 | 1.50 | 23.00 |
| 2006 | 3.00 | 1.10 | 2.10 | 1.10 | -0.10 | 1.40 | 0.40 | 1.30 | 1.60 | 0.70 | 1.70 | 2.40 | 18.60 |
| 2005 | -0.70 | 2.50 | -0.10 | 1.10 | 2.80 | 1.20 | 2.00 | 2.30 | 2.50 | 0.90 | 1.70 | 2.10 | 23.50 |
| 2004 | 1.80 | 0.20 | 2.00 | 0.60 | -1.50 | 0.80 | 1.40 | 2.20 | 1.60 | 3.10 | 6.00 | 2.90 | 25.10 |
| 2003 | — | — | — | — | — | — | 0.90 | 0.70 | 0.50 | 2.00 | 2.00 | 2.40 | 8.80 |
Asset Allocation
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.