Anchor Worldwide Flexible Fund Fact Sheet MDD
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Fund Objectives
Thi rand -dominated unit trust fund aims to provide investors with moderate to high high long - term total return.
The fund will be actively investing across different assets both locally and globally.
Monthly Prices
Fund Information
Fund Sector
Worldwide – Multi Asset – Flexible
Fund Maximum Annual Fee *
1.15%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Bi-Annually
Fund Information
Launch Date
May 2013 13 years ago
Fund Benchmark
Cpi +4%
Fund Risk Rating
1 2 3 4 5 Med High
Fund Size
R 2.0 Bil.


Anchor Worldwide Flexible Fund Unit Prices
SA - MA - I
SA - E - G
SA - E - LC
G - MA - F
SA - IB - VT
G - E - G
SA - MA - F
R - MA - F
SA - RE - G
SA - MA - HE
Did You Know ?

With more than 400 co-managed unit trusts , BCI is by far the biggest administrator of unit trusts in SA as of 2020s.

DYN

Asset manager Investment Solutions was rebranded Alex Forbes Investments in 2017.

Distributions Info (in cents)
Q2 of 2023 0.85
Q4 of 2022 0.68
Q2 of 2022 0.54
See Also
Sygnia Skeleton Worldwide Flexible Fund
Ninety One Worldwide Flexible Fund
Nedgroup Investments Bravata Worldwide Flexible Fund
Select Manager Worldwide Flexible FOF
Autus Worldwide Flexible Fund
Asset Allocation Analysis
Fund Management
Management Company
BCI | Boutique
Collective Investments
Asset Manager
Ancho
Capital
Fund Activities
Q3 of 2023
Technical data added.
Q3 of 2023
Distribution info added.
Q3 of 2023
Asset Allocation added.
Disclaimer
All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice.