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3.45  /  1.26%

274.68

NAV on 2021/09/17
NAV on 2021/09/16 271.23
52 week high on 2021/02/22 306.86
52 week low on 2021/05/14 214.1
Total Expense Ratio on 2021/06/30 2.13
Total Expense Ratio (performance fee) on 2021/06/30 0
NAV
Incl Dividends
1 month change 2.71% 2.71%
3 month change 11.68% 11.68%
6 month change 1.6% 1.6%
1 year change 21.67% 21.67%
5 year change 22.21% 22.21%
10 year change 0% 0%
Price data is updated once a day.
Click and drag to zoom in on timeline.
  • Sectoral allocations
Liquid Assets 27.87 3.08%
Offshore 876.53 96.91%
  • Top five holdings
O-ANCGLEQ 876.31 96.89%
  • Performance against peers
  • Fund data  
Management company:
Anchor Capital (Pty) Ltd.
Formation date:
2015/11/02
ISIN code:
ZAE000209078
Short name:
U-ANCGLEQ
Risk:
Unknown
Sector:
Global--Equity--General
Benchmark:
MSCI World All Country Total Return Index
  • Fund management  
Nick Dennis
Prior to running the Anchor Global Equity Fund, Nick spent over 6 years in London, working at Pictet Asset Management as a Senior Investment Manager. Nick holds the Chartered Financial Analyst and Chartered Accountant (South Africa) designations.


  • Fund manager's comment

Anchor BCI Global Equity Feeder comment - Dec 19

2020/02/14 00:00:00
2019 was a good year. Unsurprisingly, various valua..on and sen..ment measures reflect a bullish investor bias that has shi..ed 180 degrees from the lows of December 2018. What are the implica..ons for 2020? According to Bespoke Investment Group, the S&P 500 Index has risen by 20% or more pa., 24 ..mes since 1928. In the following year, the index rose 66% of the ..me, gaining an average of 6.6% (below the 7.6% long-term average). Strong performance didn’t preclude further gains, with the market rallying by 15% or more in 8 out of 24 years. Significant correc..ons were rare, with the market falling by 10% or more in only 3 of the 24 years. If history is any guide, there isn’t compelling evidence for either a bullish or bearish bias in 2020. The good news is that we don’t have to invest in the market as a whole, but we can focus instead on a select group of outstanding growth companies. Our por..olio holdings’ growth prospects remain bright and it is in this context that we remain as bullish as ever.
  • Fund focus and objective  
INVESTMENT OBJECTIVE
The Anchor BCI Global Equity Feeder Fund's objective is to provide capital growth over the long term. This is achieved through direct investment into the FSB approved Anchor Global Equity Fund, domiciled in Ireland.
INVESTMENT PHILOSOPHY
We aim to achieve this objective by investing in a concentrated portfolio of high quality, growing companies that are attractively valued. These companies are selected from both developed and emerging markets.
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