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| Anchor Property Fund Fact Sheet MDD |
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Anchor Property Fund Fact Sheet MDD
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This unit trust fund aims to deliver high income yields as well as capital growth over medium to long term for its investors.
the fund will meet its objective by investing around 80% of its fund in shares listed on the JSE Real Estate sector.
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| Fund Sector |
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| SA – Real Estate – General |
| Fund Maximum Annual Fee * |
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1.44%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
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| Quarterly |
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| Launch Date |
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| Nov 2015 |
11 years ago |
| Fund Benchmark |
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| Jse Sapy Index |
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| Anchor Property Fund Unit Prices |
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Botique CI (BCI) was birth by some members of the management of Met CI in the 2010s when Metropolitan was restructuring to merge with Momentum.
Around 2020, after embroiled in exceeding maximum pension mandated investments , asset manager JM Busha , did not recover and exited the unit trust industry.
In 2020, PSG Wealth acquired GFA Holdings, that transaction translated into GFA Wealth folded into PSG Wealth.
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| Distributions Info (in cents) |
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| Q3 of 2023 | 0.06 |
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| Q1 of 2023 | 0.96 |
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| Q1 of 2023 | 0.10 |
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| Q4 of 2022 | 1.10 |
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| Asset Allocation Analysis |
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| BCI | Boutique |
| Collective Investments |
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| Q3 of 2023 |
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| Technical data added. |
| Q3 of 2023 |
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| Distribution info added. |
| Q3 of 2023 |
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| Asset Allocation added. |
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| Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation. |
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