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| Anchor Equity Fund Fact Sheet MDD |
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Anchor Equity Fund Fact Sheet MDD
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This is an equity fund that aims to generate a sustained high capital growth over a longer period .
it will meet its objective investing in quality shares with superior returns on capital , cash flows and pricing power.
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| High | Avg. | Low |
| R 2.50 | R 2.28 | R 2.06 |
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| Fund Sector |
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| SA – Equity – General |
| Fund Maximum Annual Fee * |
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1.15%-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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| Apr 2013 |
12 years ago |
| Fund Benchmark |
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| Jse Capped Swix Alsi |
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| Anchor Equity Fund Unit Prices |
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In 1965, the first unit trust in SA , Sage Domestic Equity Fund ,was launched.
Anchor Capital is a division of Anchor Group , that was founded by Peter Armitage.
Stanlib was formed after merger of Standard Bank and Liberty Life asset management businesses.
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| Distributions Info (in cents) |
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| Q2 of 2023 | 1.60 |
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| Q4 of 2022 | 2.38 |
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| Q2 of 2022 | 1.90 |
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| Asset Allocation Analysis |
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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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