
Welcome to Anchor Capital
Offshore Investment Solutions
Bespoke offshore portfolios built around your specific objectives. Not a pooled fund. A dedicated mandate managed by our London-based Credo team, tailored to your risk appetite, return targets, and investment philosophy.
Pooled offshore funds serve the average investor. They offer diversification and convenience, but they cannot accommodate your specific needs: sector exclusions, concentration preferences, tax-efficient structuring, or currency hedging strategies.
A bespoke offshore portfolio gives you direct ownership of underlying securities, a dedicated portfolio manager who understands your circumstances, and the flexibility to adjust your mandate as your needs evolve. You see every trade, understand every position, and have a direct line to the person making decisions on your behalf.
Our Credo team in London manages bespoke mandates for high-net-worth individuals, family offices, and institutions seeking genuine global exposure with institutional-grade governance and reporting.
Mandate Options
Each mandate is fully customisable. These are starting points — your portfolio manager will design the final structure around your specific requirements.
Concentrated portfolio of 25–40 high-conviction global equities. Managed by our London-based Credo team with a quality-growth bias and 3–5 year investment horizon.
Multi-asset portfolio combining global equities, fixed income, and alternatives. Dynamic asset allocation driven by macro research and bottom-up security selection.
Diversified fixed income portfolio across sovereign, investment-grade, and high-yield credit. Active duration management with currency hedging options.
Focused portfolios targeting specific themes: technology, healthcare, clean energy, or infrastructure. For investors with strong sector convictions seeking concentrated exposure.
How It Works
We understand your objectives, constraints, time horizon, and reporting requirements through a detailed consultation.
We draft your investment policy statement: asset allocation, benchmark, risk parameters, and any specific guidelines or exclusions.
Your dedicated portfolio manager builds the initial portfolio, selecting securities that align with your mandate and our research conviction.
Active management with regular rebalancing, quarterly reviews, and immediate communication when market conditions warrant action.
| Feature | Pooled Fund | Bespoke Mandate |
|---|---|---|
| Ownership | Units in a fund | Direct securities |
| Customisation | None | Full mandate control |
| Portfolio Manager | Shared across investors | Dedicated to you |
| Reporting | Standard quarterly | Custom monthly + attribution |
| ESG / Exclusions | Fund-level only | Your specific screens |
| Tax Efficiency | Limited | Structured for your jurisdiction |
| Minimum Investment | From R10,000 | From $250,000 |