PASSIVE SOLUTIONS

Anchor Index Solutions provide low cost, index tracking investment portfolios for investors that seek a fully passive investment solution.

In addition to passive asset class specific portfolios we provide targeted return balanced, multi-asset class portfolios, primarily for pension fund investors. The portfolios have a low tracking error and total investment costs are minimised through investing predominantly in exchange traded funds. The Anchor Index Solutions portfolios can be blended together with active management (both single manager and multi-manager portfolios) to provide clients with a customised investment solution.

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APS

Stable Index Fund

The fund is a balanced, multi-asset class fund, compliant with Regulation 28 of the Pension Funds Act. It aims to deliver a return of Inflation +2% by investing only in passive / index tracking instruments. The fund has low exposure to equity instruments.

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WHY SHOULD I INVEST?

The fund is appropriate to investors who seek a stable return on a low cost basis by investing passively rather than in an actively managed portfolio.

RISK PROFILE:

LOW
LOW
-MOD
MOD
MOD
-HIGH
HIGH

AIS

Stable Index Fund

A balanced, multi-asset class fund with low equity exposure investing only in passive / index tracking instruments.

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AIS

Moderate Index Fund

A balanced, multi-asset class fund with medium equity exposure investing only in passive / index tracking instruments.

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AIS

Growth Index Fund

A balanced, multi-asset class fund with medium equity exposure investing only in passive / index tracking instruments.

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INVESTING IN

YOUR NEEDS

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