UNIT TRUST
Anchor has a range of collective investment schemes (“CIS” or “unit trusts”) to meet client needs across asset classes and risk spectrums, from cash plus mandates domestically to global equity.
The key advantage of CIS funds is tax efficiency and the ability to contribute relatively small sums on an ongoing or ad hoc basis, while still gaining access to a professional investment service.
Anchor BCI
Equity Fund
This is a general equity fund which will be at least 80% invested in equities at all times. Per mandate, it has the ability to invest up to 25% in offshore equities. The fund’s investment style focusses on bottom-up stock selection with a preference for quality companies that are not overvalued, rather than mediocre businesses that can be acquired very cheaply. We also pay particular attention to where a business is operating in its business cycle when selecting stocks, as well as structurally improving businesses. Key attributes we look for are consistency of earnings, free cash flow conversion, returns on incremental capital employed and the inherent scalability of the business model.
Download fact sheet Invest nowWHY SHOULD I INVEST?
This fund is suitable for investors seeking to maximise long term capital growth, rather than short term income, as their primary goal. These investors should have a long-term time horizon (>3 years), with a tolerance for higher short-term volatility than money market or fixed income funds, in pursuit of this goal. Investors should be prepared to accept capital losses in the short term as being an inherent risk of investing in equities.
RISK PROFILE:
- LOW
- LOW
-MOD - MOD
- MOD
-HIGH - HIGH
MINIMUM INVESTMENT
R25,000 lump sum or R1000 monthly debit order
