|
| Anchor Equity Fund Fact Sheet MDD |
|
| Where I Am? |
Home ==>
The Funds ==>
Anchor Equity Fund Fact Sheet MDD
|
|---|
|
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.
|
| High | Avg. | Low |
| R 2.53 | R 2.38 | R 2.20 |
|
| Fund Sector |
|---|
| SA – Equity – General |
| Fund Maximum Annual Fee * |
|---|
1.15%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
|---|
| Bi-Annually |
|
| Launch Date |
|---|
| Apr 2013 |
12 years ago |
| Fund Benchmark |
|---|
| Jse Capped Swix Alsi |
|
| Anchor Equity Fund Unit Prices |
|---|
|
|
|
|
In 2015, information platform launched Morningstar itself into asset management by establishing Morningstar Investment Management
DYN
The first ever listing of S&P 500 ETF on the JSE was from CoreShares.
|
|
| Distributions Info (in cents) |
|---|
| Q2 of 2023 | 1.60 |
|---|
| Q4 of 2022 | 2.38 |
|---|
| Q2 of 2022 | 1.90 |
|---|
| | |
|---|
|
|
| Asset Allocation Analysis |
|---|
|
| BCI | Boutique |
| Collective Investments |
|
|
|
| Q3 of 2023 |
|---|
| Technical data added. |
| Q3 of 2023 |
|---|
| Distribution info added. |
| Q3 of 2023 |
|---|
| Asset Allocation added. |
|
|---|
|
|
|---|
|
|
|
| Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation. |
|