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| Anchor Diversified Growth Fund Fact Sheet MDD |
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Anchor Diversified Growth Fund Fact Sheet MDD
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The investment objective of this mixed asset unit trust fund is to provide investors with high long term total return at moderate high risk level.
The fund will be invested in mix of assets classes that includes equities , interest-bearing securities , property and money market instruments both inshore and offshore markets.
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| Fund Sector |
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| SA – Multi Asset – High Equity |
| 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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| Bi-Annually |
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| Launch Date |
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| Feb 2016 |
10 years ago |
| Fund Benchmark |
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| Fund Sector Average |
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| Anchor Diversified Growth Fund Unit Prices |
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In 2021, Emmanual Lediga s Maru Asset Managers was acquired by Global Kapital of Netherlands
In 2020 , Counterpoint bought Bridge Fund Managers from Grindrod , In 2024, same Counterpoint was the victim of being bought by Merchant West.
The first preference share ETF , Grindrod PrefTrax ETF listed on the JSE in 2012.
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| Distributions Info (in cents) |
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| Q2 of 2023 | 2.14 |
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| Q4 of 2022 | 1.84 |
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| Q2 of 2022 | 1.78 |
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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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| All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice. |
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