Welcome to Anchor Capital

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Our Funds

Explore our full range of unit trusts, hedge funds, and segregated portfolios. Click any fund to see performance details, or view the full fact sheet.

Product Offering

Risk & Return Matrix

This matrix plots each Anchor fund according to its expected risk (vertical axis) and expected return (horizontal axis) over a full market cycle. Funds in the lower-left offer more stability with modest growth, while those in the upper-right pursue higher returns with greater short-term volatility. Higher risk is not inherently negative. It reflects the natural trade-off investors accept when seeking stronger long-term growth. The right position on this matrix depends entirely on your investment horizon, income needs, and comfort with fluctuation.

Understanding Risk

Risk here measures expected price volatility, not the probability of permanent loss. A high-risk fund may fluctuate more year to year but has historically delivered stronger returns over 7+ year horizons. Your financial advisor can help you identify the right risk band for your goals.

RISKHIGHMEDLOW

LOWRETURNHIGH

Conservative

Growth

Global Flexible Income

Offshore CIS

Risk

Low

Return

Low

Conservative offshore income fund focused on capital preservation with modest yield.

Detail page coming soon

Core Income

Local CIS

Risk

Low

Return

Low

Stable income fund targeting consistent returns above money market rates.

Detail page coming soon

Stable H/F

Stable Hedge Fund

Local CIS

Risk

Low

Return

Low–Med

Absolute return hedge fund seeking steady growth with limited drawdowns.

View Fund Details

Flexible Income

Local CIS

Risk

Low

Return

Low–Med

Flexible income strategy with broader mandate to capture yield opportunities.

Detail page coming soon

Global Stable Fund

Offshore CIS

Risk

Low

Return

Low–Med

Global multi-asset fund with a conservative risk profile and capital preservation focus.

Detail page coming soon

Bond

BCI Bond Fund

Local CIS

Risk

Low–Med

Return

Medium

Pure bond fund investing in SA government and corporate fixed income securities.

View Fund Details

Africa Flexible Income

Local CIS

Risk

Low–Med

Return

Medium

Pan-African income fund capturing yield across the continent's fixed income markets.

Detail page coming soon

Diversified Stable

Local CIS

Risk

Low–Med

Return

Medium

Multi-asset fund with a stable risk profile blending equities, bonds, and property.

Detail page coming soon

Global High Yield

Offshore CIS

Risk

Low–Med

Return

Medium

Global high-yield bond fund targeting above-average income from credit markets.

Detail page coming soon

Global Balanced

Offshore CIS

Risk

Medium

Return

Medium

Balanced global multi-asset fund blending growth and income across asset classes.

Detail page coming soon

Managed

Managed Fund

Local CIS

Risk

Medium

Return

Medium

Reg-28 compliant balanced fund suitable for retirement savings with moderate growth.

Detail page coming soon

Worldwide Flexible

Worldwide Flexible Fund

Offshore CIS

Risk

Medium

Return

Med–High

Flexible global multi-asset fund with unconstrained allocation across geographies.

View Fund Details

Growing Yield

Local SEG

Risk

Medium

Return

Medium

Segregated portfolio targeting growing income through dividend-focused equity selection.

Detail page coming soon

Diversified Moderate

Local CIS

Risk

Medium

Return

Medium

Multi-asset moderate fund balancing growth potential with downside protection.

Detail page coming soon

Property

Property Fund

Local CIS

Risk

Med–High

Return

Medium

Listed property fund providing exposure to SA commercial and retail real estate.

Detail page coming soon

BEE

BEE Fund

Local SEG

Risk

Med–High

Return

Med–High

BEE-compliant equity fund investing in broad-based empowerment opportunities.

Detail page coming soon

Local Equity NTS

Local SEG

Risk

Med–High

Return

Med–High

SA equity portfolio structured for non-tax-sensitive investors.

Detail page coming soon

Anchor Equity

Anchor Equity Fund

Local CIS

Risk

Med–High

Return

Med–High

Core SA equity fund investing in quality companies across the JSE.

Detail page coming soon

Aspirant Equity

Local SEG

Risk

High

Return

High

Concentrated SA equity portfolio targeting above-market returns.

Detail page coming soon

Global Equity

Global Equity Fund

Offshore CIS

Risk

High

Return

High

Award-winning global equity fund investing in quality growth companies worldwide.

View Fund Details

High Street

Offshore SEG

Risk

Med–High

Return

High

Offshore segregated portfolio focused on developed market equities.

Detail page coming soon

Diversified Growth

Local CIS

Risk

Med–High

Return

High

Growth-oriented multi-asset fund with higher equity allocation for long-term investors.

Detail page coming soon

Global Tech

Global Technology Fund

Offshore CIS

Risk

High

Return

High

Concentrated technology equity fund investing in global innovation leaders.

Detail page coming soon

Accelerator H/F

Accelerator Hedge Fund

Local CIS

Risk

High

Return

High

Leveraged long/short equity hedge fund targeting accelerated capital growth.

Detail page coming soon

Worldwide Opportunities

Offshore CIS

Risk

High

Return

High

Concentrated global equity fund with positions in our best ideas.

Detail page coming soon

High Conviction Equity

Local SEG

Risk

High

Return

Very High

Concentrated SA equity portfolio with our highest-confidence picks.

Detail page coming soon

Offshore Equity Feeder

Offshore CIS

Risk

High

Return

Very High

Rand-denominated feeder fund providing access to the Global Equity Fund.

Detail page coming soon

Aspirant Offshore

Offshore SEG

Risk

High

Return

Very High

Offshore segregated high-growth equity portfolio for ambitious investors.

Detail page coming soon

BCI Equity

BCI Equity Fund

Local CIS

Risk

High

Return

High

Award-winning SA equity fund with a quality-focused investment approach.

View Fund Details

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Showing 5 funds

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Investment Objective

The fund's objective is to provide capital growth over the long term. We recommend that investors in the fund have at least a 5 year investment horizon. We aim to achieve this by investing in a concentrated portfolio of high-quality, growing companies that are attractively valued. These companies are selected from both developed and emerging countries.

Benchmark

MSCI World All Country Total Return

Nick Dennis

Fund Manager

Performance

MTD-4.8%

3 Months-9.3%

6 Months-14.8%

1 Year11.1%

3 Year p.a.12.8%

5 Year p.a.3.0%

Since Inc. p.a.11.1%

Fund Details

Risk ProfileHIGH

Inception2015-03-13

CategoryGlobal Equity

View Fact Sheet Invest Now

Other

AMC008 Factsheet

Full Data Coming Soon

Global Equity

Anchor BCI GLOBAL EQUITY FEEDER FUND A CLASS

Full Data Coming Soon

Global

Anchor BCI GLOBAL FLEX INCOME FUND B CLASS

Full Data Coming Soon

Global Equity

Anchor Global High Street Equity

Full Data Coming Soon

Need Help Choosing the Right Fund?

Our wealth managers can help you find the fund that matches your goals, risk appetite, and investment horizon.

Speak to a Wealth Manager

Ready to Start a Conversation?

Whether you are an individual investor, financial advisor, or institutional client, our team is ready to understand your goals.

Schedule a Consultation

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Tell us about you.

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Our Funds

Risk & Return Matrix

Anchor Global Equity Fund

Investment Objective

Benchmark

Performance

Fund Details

AMC008 Factsheet

Anchor BCI GLOBAL EQUITY FEEDER FUND A CLASS

Anchor BCI GLOBAL FLEX INCOME FUND B CLASS

Anchor Global High Street Equity

Need Help Choosing the Right Fund?

Ready to Start a Conversation?